My Own Private Island: Sensible Expectations for the Investment Dreamer
Have infomercials ruined us? Has the constant 24/7 media deluge of the global investment markets made us too mad for money? Are the salacious stories of the latest real estate bizillionaire buying their own private island too beguiling to ignore? Seeing everyday couples wave oversized checks in...
Living On the Interest from One Million Dollars
I made my first retirement plan after my freshman year at college. Back at home, with one year of college under my belt, my good friend John and I were discussing our plans for the future. I don’t recall the entire conversation, but I do remember saying “my goal is to accumulate a million dollars,...
Why Straight Lines Don’t Work For Investors
A few weeks ago we discussed some common investor mistakes. If you don’t have the time, expertise, and/or desire to manage your investment portfolio, mistakes are no great surprise. But what about professional financial advisors? What mistakes are made by people who make a living advising others how...
Retirement Reboot: Embracing Goal Based Investing
Traditional retirement planning is under siege. After two bear markets in the last decade, industry insiders are challenging some long-held assumptions. One such assumption is defining “success” without context, as in positive return against a benchmark. Retirement plans used to be considered...
Seven Habits of Highly Ineffective Investors
Chances are you’re interested in better ways to handle your investments. That’s why you are reading this article. One big question often goes unanswered by people on this quest: Should you manage your own money? A US News article last year addressed the wisdom of being a self-directed investor—that...
Five Common Investor Mistakes
We’ve all made mistakes in the market. Admitting defeat is never fun, but it’s better than denying your problems altogether. Today I will reveal some of the mistakes I’ve made and seen other investors make. The Chartered Financial Analyst Institute published a similar list: 12 Common Mistakes...
The Emotional Investor: There’s No Crying in Investments
Investing can be complicated. Not only do you have to worry about price fluctuations and bid-ask spreads, you’re also concerned about whether to buy, when to buy and when to sell. At the same time, investing is more than strategic analysis and trading mechanics. After all, investors are...
What is Investment Management?
Brian Campos and Ron Rowland contributed to this article. Far too often, we as investors seek market commentary, opinions, forecasts, strategies, trading ideas, and hot tips. We often overlook the bigger picture, and more important aspect of investing – investment management. Investment management,...
