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.,…
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…
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…
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!
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,…
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,…
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…
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,…
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…
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…