Investor Facts: What Is Beta?

Beta is a measurement of an investment’s volatility compared to similar investments, such as a market index average. Investors and traders often talk about the “alpha” and the “beta” of … Read more

Posted on November 10, 2017 by

Would You Recognize A Bubble Before It Popped?

Robert Shiller, the Yale professor best known for predicting the dot-com crash and the later housing debacle, just called bitcoin a bubble. Not sure what bitcoin is? You’re not alone. … Read more

Posted on September 15, 2017 by
bad news

Staying The Course When Bad News Strikes

The list of market crashes in the United States along is long and sobering. These include, just picking the highlights: 2010 Flash Crash 2007-2008 Financial Crisis Sept. 11 Aftermath 2000 … Read more

Posted on July 14, 2017 by
savings habits

3 Savings Habits Can Change Your Life

Why do some people seem so capable of saving for the long-term, while others struggle? Is it in your DNA, your upbringing, or something else? Your demeanor is a big … Read more

Posted on October 21, 2016 by
make money work

Don’t Work For Money, Make Money Work For You!

Most people have money in wallets, in bank accounts, in retirement investment plans. We have a lifelong relationship — at times strong, at time strained — with little green pieces of … Read more

Posted on July 8, 2016 by
retirement investor

What Kind Of Retirement Investor Are You?

We all have different approaches to money, understandably so. A lot of it has to do with who your parents are and how you are raised. Depression-era folks are famously … Read more

Posted on June 30, 2016 by
black friday

Learn From Black Friday For Retirement

Retailers have built up Black Friday as a shopping holiday for a good reason: It’s traditionally the date that stores expect to be “in the black,” that is, profitable for the … Read more

Posted on November 25, 2015 by
worry about the fed

Should You Worry About The Fed?

If you’ve been paying attention to the financial news, even in passing, you’ve probably heard a lot of chatter about the Federal Reserve, aka, “the Fed.” Your understanding of the … Read more

Posted on September 18, 2015 by
risk-adjusted return

Basics: Understanding Risk-Adjusted Return

Get two financial advisors talking at a bar, and pretty soon you’ll be breaking out a dictionary to keep up. The mathematics behind portfolio management would challenge even the wonkiest economist. Yet a fundamental … Read more

Posted on October 31, 2014 by

Investing: Nothing To Fear But Fear Itself

If you ask a typical retirement investor what concerns them most about investing, they’ll probably say, “Losing all my money.” And this kind of concern is not misplaced. But if … Read more

Posted on September 24, 2014 by