Insights & Observations Blog

Insights & Observations

Context and perspective to improve behavioral  finance patterns and  make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.

  • ★ Featured blog post

    Markets do fine over time… but many investors don’t

    As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.

    ★ Featured blog post

    Q4-2016 Market Review

    The new US president is inheriting one of the strongest economies that has been handed to a new President in recent history (based on 3Q GDP). Since the 1970’s, only George H.W. Bush and Jimmy Carter assumed the office with higher GDP growth rates.

    ★ Featured blog post

    What do updated annual savings limits mean for planning?

    The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,

    ★ Featured blog post

    Q3-2016 Quarterly Context Webinar

    ★ Featured blog post

    Is uncertainty a friend or foe?

    Surprise parties would surely be less fun without it, and life would generally be more boring if all outcomes were known in advance. And, while capital markets react negatively to increases in uncertainty, it is that very same absence of clear outcomes that makes the capital markets possible and worthwhile in the long-run. Unpredictability is […]

    ★ Featured blog post

    Reality of Red Numbers – updated

    What’s your guess as to how many months the stock market declines or rises each year? And in bad vs. good markets?

    ★ Featured blog post

    Q3-2016 Market Review

    Investor angst over the unexpected vote on Brexit was short-lived with a “risk-on” theme returning to the markets in July and leading to stock market highs for the Dow, NASDAQ and S&P 500 in August. Highly unusual election antics and continued geopolitical concerns on a number of fronts did not dampen investors’ risk appetite or their quest for yield.

    ★ Featured blog post

    Noise attracts more attention than silence.

    Noise generally attracts more attention than silence. Being aware of certain things you don’t see or hear, however, is sometimes more important than the obvious.

    ★ Featured blog post

    Q2-2016 Market Review

    Brexit, Regrexit, Bremorse, Breturn? The 2nd quarter was reasonably uneventful and markets were relatively placid until June 23rd, when British voters narrowly approved the Brexit referendum. Investor complacency was replaced with shock, and markets reacted fiercely. Volatility spiked, global bond yields fell sharply.

    ★ Featured blog post

    What to make of “Brexit”

    SUMMARY: The United Kingdom’s vote last week to leave the European Union has global significance, but it may take years to know the full impact. The U.K. is likely to feel long-term affects. In the short term, uncertainty about the degree of global ripple-effect makes investment markets nervous. Thoughts and general guidance are outlined below: […]

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