Employees get paid for doing work. Investors get paid for taking risk. Risk is the chance of losing value between the time of purchase and sale. We experience risk when the value of an asset falls while we own it….Read More
Investing a large sum of money can be daunting, especially with the uncertainty of market fluctuations. Enter dollar-cost averaging (DCA), a strategy designed to help investors manage risk by spreading their investments over time. By consistently investing a fixed amount,…Read More
If you bet against the Golden State Warriors basketball team, and you watched their star, Steph Curry, make a game winning shot, it may have felt like you were losing money from the time the ball left his hand until…Read More
Do you have restricted stock units (RSUs) that have recently vested? If you work in the tech or financial sectors in 2022, that probably means that you have seen a decline in their value (energy sector folks have this in…Read More
I’ve heard financial markets described as “expectations machines”, and I think that’s about right. Asset prices are based on what people are willing to pay for them, which is based on what they expect to receive in return. Prices go…Read More
By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More
I spend most of my time helping people think about their investing decisions and not much time on my own. An old saying goes “the cobbler’s son has the worst shoes in town”, or something like that. Rather than my…Read More
I did not predict anything about 2020, including that the Presidential campaign three months from election day would be so quiet. You can’t escape it if you are glued to cable news or Twitter, but by comparison to past elections,…Read More
Seeking the bottom of the market is risky business. The conditions that caused The Great Recession of 2007/2008 had nothing in common with our current crisis, but the feeling of watching stocks fall is similar. Investors are struggling with a…Read More
One of the most commonly referenced investment strategies must be “sell the highs and buy the dips”. Why is it so popular? Makes sense. Hard to argue against. Easy to apply (in theory). Low cost to execute. High profile investors…Read More
