Three Reasons To Invest Internationally

U.S. stocks have significantly outperformed international stocks in recent years. And U.S.-based multinational companies are major players in the world economy. Yet, forsaking international stocks is not good idea. U.S.-based investors generally favor U.S.-based investments. This has become known as … Continue reading

Dynamic Strategy: Retirement Income Planning Series – Part 4

When building a financial plan that’s based around investing, it’s important to take into account a handful of dynamic elements that will likely vary quite a bit throughout your retirement. Tune in to our fourth installment of the series to hear how you can organize your plan around dynamic market expectations, dynamic allocations, and dynamic spending. Continue reading

Fashion Fads Are Fun. Investment Fads Can Be Harmful.

Fads can be fun. Look at the 1980s: big hair, shoulder pads, acid washed jeans, MC Hammer pants, neon clothes, and the mullet. I personally enjoyed a variation of the mullet – a little Bart Simpson spike coupled with bangs … Continue reading

Episode #14: Expected Investment Return Forecasts

You’ve likely heard that making short-term predictions about the market is just about impossible, but what about long-term predictions? Can experts accurately anticipate what will happen over the next 10 years? Kevin discusses a recent Morningstar article by Christine Benz about what you can take away from long-term stock and bond return predictions. Continue reading

Bad Investor Behavior Again Causes Financial Harm

When U.S. stocks, as measured by the S&P 500 index, fell 13.52% in 2018’s fourth quarter, many felt like the market was in the midst of a major collapse. And their behavior showed it. In December alone, U.S. investors pulled … Continue reading