Tag Archives: Diversification
HOW DO I PLAN WHEN THERE’S A BEAR IN MY WAY? World-Class Coaching Event – April 22
Are we in a bear market? Technically, No. Those who consider themselves experts on the topic of choosing these words call what we have been experiencing a correction. Bear markets require a market decline of more than 20%. Think of … Continue reading
What is an Investment Bubble? World-Class Investor Coaching Event
What is an investment bubble? An investment bubble is essentially the opposite of diversification. Taken to the worst possible end result, an investment bubble would be having all of your investments in one asset class – say large US companies, … Continue reading
Portfolio Enemy #1
From 1996 through 1999, a silent killer grew and overtook the portfolios of nearly all US investors. I fear it’s on the move again. Working quietly, like a kind of virus, this enemy enters your portfolio and slowly takes over. … Continue reading
We Love Volatility!
Just not the down kind. This is an important message to investors and work-plan administrators about expected returns. Let me start by giving some perspective… What do you expect from your checking account? You expect that only the money you … Continue reading