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.

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    4th Quarter 2016 Quarterly Context Webinar

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    Periodic Table of Unpredictable Returns

    Are there clear patterns of investment market returns over time? How does a “balanced” global portfolio compare to individual asset classes over the last 20 years?

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    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.

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    3rd Quarter 2016 Quarterly Context Webinar

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    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 […]

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    Quarterly Thoughts – Reality of Red Numbers

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

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    Third Quarter Market Review from The Advisory Group

    Macroeconomic Environment What Brexit? 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 […]

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    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.

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    The new “Fiduciary Rule” requires that financial advisors put client interests first… except when it doesn’t.

    The DoL recently announced finalization of the “Fiduciary Rule.” Given the final language of the law and the relatively minor changes from the proposed version in 2015, the public should be concerned. As background, and unbeknownst to most consumers, the financial industry is divided into two groups: 1) A very large group of firms, both […]

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    Here We Go Again – Risk is Your Friend

    There’s a good reason several musicians have songs titled “Here we go again” …life is full of challenges that cycle through.

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