Investing, Whiteboard Series

Whiteboard Series: Market Corrections

There’s been plenty of conversation about a stock market correction in the financial media as of late, and rightfully so–it’s been awhile since we’ve had a correction, North Korea’s shenanigans, hurricanes, wild fires and D.C. are all good reasons for a market correction. In today’s episode, Leo and I talk about what a market correction is, how often they occur,…

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Investing

It’s Not (Totally) Your Fault You’re A Bad Investor

According to the famous Dalbar Study (see chart below), the average investor significantly underperforms the S&P 500, a balanced 60/40 portfolio and even a fairly conservative 40/60 portfolio. The causes for the underperformance are often self-inflicted, but well-intentioned. Nonetheless, they result in poor performance and a frustrating investment experience. My wife and I teach our boys they are responsible for…

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ESG, Investing, Millennials

ESG Investing: If Only It Were Simple

It’s been awhile since I’ve written about ESG investing–don’t worry, I haven’t forgotten about the movement. I’ve been taking my time and reading as much as I can about the investment philosophy, it’s pitfalls, and different approaches to implementing it within a diversified investment strategy. After all, the end goal of my research is to develop portfolios for my clients…

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Investing

Coming Soon: An Increase to China In Your Portfolio

You probably weren’t aware, but yesterday (6.20.2017) China finally (they were denied the last three years) received the approval from MSCI to have some of its “A” shares included in the MSCI Global Standard Benchmarks. For those not familiar with MSCI, they are basically the authority on who gets included in the benchmarks many of the investments we own use;…

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ESG, Investing, Vlog, Whiteboard Series

Whiteboard Series: ESG Investing

Today we’re talking about ESG investing. In addition to today’s video, I’ve included the link the the ESG page on the blog so you can read more about the investment strategy. Stay tuned, because more will be coming.   All About Your Benjamins: ESG Page Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your…

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Bigger Picture, Investing, Millennials

Money and Happiness

Does more money bring greater happiness? Logic would suggest yes; after all, we all talk about what we would do if we had more money, but science suggests otherwise. According to science, more money brings more happiness, but only up to a certain point. This is a very intriguing phenomenon, and if you are interested learning more, check out the…

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Investing

300 Ain’t What It Used To Be

Some perspective on the market today: Dow loses 372 points S&P 500 loses 43 points Nasdaq loses 158 points At first glance, those are some pretty big numbers; they will definitely grab the attention of investors who have relaxed thanks to the markets relatively calm behavior over the last year. As the often quoted in my writing Josh Brown points…

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Investing, Millennials

Awww SNAP!

Important: In today’s post we will be discussing specific stocks; the inclusion of these stocks in this post is NOT a recommendation to buy or sell. They are included only to illustrate the difficulty and risk of investing in IPOs.  https://twitter.com/ArchelBlunt/status/862400097732243456 They say buy what you know. Well, the Millennials who followed that old adage and invested in Snap Inc.,…

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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…

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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…

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