Do You Invest Based on Facts or Feelings?
It is almost impossible to do well in equities over time if you go to bed every night thinking about the price of them
Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.
The “Market” is up 10%. Why isn’t my Portfolio?
We have just completed the third quarter of the year, and stocks have rallied in recent months to “all-time highs!” In fact, the third quarter [...]
A Q&A Series with Erik Strid: What Type of Investor Am I?
In this short video, he answers the question: How do I know what type of investor I am?
Great Investors Don’t Take Chips Off the Table
The “Chart of Shame” reprints an absolutely wonderful recitation of all the most apocalyptic stock market calls of the last six years, plotted [...]
A Q&A Series with Erik Strid: How Can I Develop an Easy-to-Understand Retirement Plan and Put It Into Use?
In this short video, he answers the question: How can I develop an easy-to-understand retirement plan and put it into use?