Investing at All Time Highs?

Investing at All Time Highs?

I first wrote about Mindful Investing At Market Highs in late 2014 (many points lower on, well, pick your index).  At the time, I was receiving MUCH verbal hesitation from folks about investing because – the market was so high. Today – the market (whichever one you...
It Was Not a Good Week for Stocks

It Was Not a Good Week for Stocks

Last week, stock markets around the world lost value. In the United States, the Standard & Poor’s 500 Index (S&P 500), Dow Jones Industrial Index (Dow), and NASDAQ all finished lower. Some pundits have been drawing comparisons between the performance of the...
INVESTING IS A LOT LIKE POWDER SKIING

INVESTING IS A LOT LIKE POWDER SKIING

As I settle back into the office after seeking the fresh deep powder turns of British Columbia for 4 days with my wife (and favorite ski partner), I get to reminisce about how absolutely lucky we were this year. We had 4 days of incredible cold deep continuous powder....
Retirement Security: It’s in Our Hands Now

Retirement Security: It’s in Our Hands Now

In a white paper published on 10/18/17, the United States Government Accountability Office (U.S. GAO) calls for a comprehensive re-evaluation of our nation’s retirement system. Retirement security is something Americans are universally concerned about. Even my clients...
Are investors more like tigers or African wild dogs?

Are investors more like tigers or African wild dogs?

It appears investors – retail and institutional – have become rather like predators. They patiently stalk shares, waiting for a dip, and then they strike – buying stocks when prices fall. Consider last week. Barron’s described it like this: “The Dow traded down nearly...
Don’t Let Some Pundit’s Pessimism Make You Do Stupid Things

Don’t Let Some Pundit’s Pessimism Make You Do Stupid Things

A few months ago I read a superb piece by Morgan Housel entitled “The Seduction of Pessimism” that should be required reading for ANYONE who invests money today for their long-term future needs – like retirement. Lately I can’t help noticing the recent uptick in...