Despite the academic evidence, many of us still are tempted to pursue that undiscovered stock-picking method or broker who can successfully pick the winners and avoid the losers.
As individuals, each of us is unique. But when it comes to investing, while we each have distinct investment objectives, we tend to fall into two general groups for the core of our portfolios – investors adopt either an actively managed or passively managed investment approach. Why do we strongly recommend you adopt a passive approach?
We Can Be Our Own Worst Enemies
Despite the academic evidence, many of us still are tempted to pursue that undiscovered stock-picking method or broker who can successfully pick the winners and avoid the losers.
Behavioral economists have studied this tendency toward investor overconfidence – as well as a large array of behavioral traits (such as regret avoidance, irrational exuberance, and the endowment effect, to name just a few).
We view every financial planning relationship as a journey. Guided by a distinct investment philosophy, we’ve mapped out a pathway to better explain our distinctive areas of focus, providing the tools and clarity necessary to make your experience memorable and our journey together more successful.
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Discover how this may affect you.
Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best investment strategy?
Out-of-pocket travel costs can have a big impact on our finances. Read about an overview of how travel insurance can help.
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?”
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
Here’s what individual investors should know when assessing the value of working with a financial advisor.
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing. Here’s a guide to plan and prepare for the future.
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit or worsen. Read tips and considerations for your portfolio.
As part of your organization’s compensation program, you’ve been given restricted stock units (RSUs). Learn what RSUs entail and how to maximize their benefit.
Your values drive every decision you make in life. So, what does that mean for your financial plan?
