ESG, Investing

ESG Investing in the News

As I’ve been on my quest to learn everything I can about ESG investing, I’ve come across a lot of great information and writing. I thought I’d share some of them for those interested. If that’s not you, don’t worry, I’ll be back with another post later this week. Enjoy! Investment & Pensions Europe: Special Report- Investing for Impact (This takes…

Continue Reading

Investing, Millennials

Guest Post on Live Wonderfull

My friends over at Live Wonderfull have a great blog covering everything Millennials (and really everyone) are most concerned with: work, wellness and travel. You should give them a follow, and you should probably start today… I had the fortune of contributing to their “Let’s Talk Money Mondays” series, and this week I cover how portfolio income can help supplement your…

Continue Reading

Investing, Vlog, Whiteboard Series

Whiteboard Series: The Rule of 72

The Whiteboard Series will consists of short videos covering a range of topics related to financial planning and investing–these are designed to be informational and fun. If you have anything you’d like to see show up in the series, find me on Twitter, Facebook or Instagram and let me know!

Investing

Home Country Bias Check-Up

Earlier this year I wrote about home country bias and how most investors suffer from it. I’ll skip the summary–you can read the post via the link below, but I thought it would be worth revisiting now that the 1st quarter is over to see if investors with home country bias are still missing out. Before I show this chart,…

Continue Reading

ESG, Investing, Millennials

SRI Investing and the ESG Movement

Welcome to the first of an undefined number of posts focusing on sustainable investing, specifically ESG investing. Over the course of the series I’ll be taking you through the fundamentals of sustainable and ESG investing, how it can be implemented by individuals, the impact ESG investing might have on expected returns and it’s shortcomings, reviewing existing studies on ESG investing,…

Continue Reading

Investing

Another Reason To Skip Stock Picking

Today, Josh Brown gave individual investors another reason to skip stock picking and stick with boring, low-cost, and globally diversified investment portfolios. For $FB holders to make as $AMZN holders have made since the IPO, it would have to become a $36.5 trillion company!https://t.co/jGHP5n52Wv — Downtown Josh Brown (@ReformedBroker) March 30, 2017 Stock picking is no easy task, and individual…

Continue Reading

Investing

The Allure of Stock Picking

Whether it be acting on a hot stock tip, or the plan to profit off your favorite company’s success, the allure of stock picking is hard to deny. Despite overwhelming evidence suggesting that it’s an uphill battle for individual investors, we (myself included) cannot help ourselves. Sure, there will be the occasional short term success, but in the stock market,…

Continue Reading

Financial Planning, Investing, Millennials

Millennials: You Have to Become Millionaires

Earlier this week, an old Wall Street Journal article made its way across my Twitter feed; the title immediately caught my eye: Most Millennials Don’t See Becoming Millionaires, Study Finds. I’ve shared the article below, but if you don’t have a subscription to the Wall Street Journal, you won’t be able to read it because it’s hidden behind a paywall. Side…

Continue Reading

Financial Planning, Investing, Millennials

Home Country Bias and Your Portfolio

Academic research suggests the foundation for a long term investment strategy is a globally diversified portfolio; statistics show the average investor is holding a domestically diversified portfolio. If the evidence from academic research is so strong, what is the disconnect between the evidence and investor behavior? Most investors suffer from a bias towards investing domestically; in the industry, we call this…

Continue Reading

Investing

Dow 20,000

If I want to make it from a wannabe to a true financial blogger, it’s imperative that I have a Dow 20,000 post in my archives! There will be no shortage of coverage of today’s milestone…my hope is to put it into perspective for my readers. It’s the day CNBC, newspapers/magazines, and financial pundits have been waiting for since late…

Continue Reading