Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Summit Live: Session 4 Diversification: Always Having to Apologize for Something… “Don’t put all your eggs in one basket” – Age old advice that is still important today! When it comes to diversifying your portfolio, is an “index fund” enough? Jennifer and Mike clarify what diversification is and how you can achieve it in your…
The US stock markets are still feeling jittery this week, although we are seeing some stabilization in the International Markets, something that rarely gets headline coverage here in the US. The media bathes us in fear inducing coverage when we experience negative returns, but let’s step back from that a bit and think about what…
The stock markets were especially volatile last week. Normally volatile would refer to something going up and down, but when used in the context of the stock markets, we tend to only think about negative returns. I have written before about why holding the course and not making emotionally based decisions is best for anyone’s…
We are constantly inundated with headlines and noise that feed our instincts to react. In reality, a lot of the media voices we hear have little meaning for long term investors, and reacting to headlines can be the worst of moves for your long term financial success. The following is a short video clip produced…
Here is a great perspective on the market’s recent downturn from Dimensional Funds Advisors:
This is past weekend, a sweet lady who loves investments asked me to explain to her the Dimensional Funds, the fund family that we use most in building our client portfolios. Sometimes I wonder if my explanation properly explains why we choose them to investment in, when we have thousands of mutual funds, stocks, and exchange traded funds to choose from. Being…
Markets Work – stocks generally trade at fair value because all publicly known information is easily known by market participants. Investing Versus Speculating – chasing returns rarely builds portfolios. However, we believe in investing money in well thought out portfolios, which include stocks from large and small companies based all over the world. We also…
