Photo by Micheile Henderson on Unsplash In my fifth in a series of articles delving into investing in the first two decades of this century, I explore the growth of savings. This article originally appeared in Forbes.com. So far, we’ve looked at US stocks and bonds, international and emerging market stocks, factor investing, and hedged [Learn more...]
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(Hedged) International Bonds as Diversifiers from 2000-2019
Photo by Frank Busch on Unsplash In the fourth article in my series on investment returns from 2000-2019, I’ll cover international bonds. The first three dealt with US stocks and bonds, international and emerging markets, and factor investing. This article originally appeared in Forbes.com. Investing in international bonds may help diversify your portfolio. Even [Learn more...]
Behavioral Finance: Why do investors hold losing stocks and sell winners?
Photo by Andy Makely on Unsplash Over the years I’ve come to appreciate the field of Behavioral Finance, which seeks to explain the difference between how people should make investment decisions (according to traditional investment theory) and how they make them in real life. Behavioral Finance seeks to explain aspects of investor behavior not captured in more traditional [Learn more...]
How Has Factor Investing Performed in the 21st Century (So Far)?
Photo by Carlos Muza on Unsplash In my third in a series of articles delving deeply into investing in the first two decades of this century, I look at factor investing. The first covered US stocks and bonds, and the second, international and emerging markets from 2000-2019. This article originally appeared in Forbes.com. Factor investing is an empirically-based [Learn more...]
International and Emerging Markets Stock Returns for the Past 20 Years
Photo by Kyle Glenn on Unsplash In the second of our series of articles taking a deep dive into the last two decades of investment history, we’ll look at international and emerging markets. The first article focused on US stock and bond investing from 2000 to 2019. This article originally appeared in Forbes. International [Learn more...]
What Has the Last Twenty Years of US Stock and Bond Investing Taught Us?
This is the first in a series of several articles analyzing investment performance over the first two decades of the 21st century. This article originally appeared in Forbes.com. We’re halfway through 2020. Instead of writing a top ten list or a best of the 2000s, I wanted to dig deeper and learn what I could from the past twenty years of investment [Learn more...]
Is it time to reassess your risk tolerance?
How much risk are you comfortable with? Over the past few months, I’ve spoken with all of my clients about their investment portfolios in the midst of this volatile market. Either they called me, or I reached out. It was a rewarding and challenging experience to be available to talk to so many people during this difficult time. The range of reactions to market volatility [Learn more...]
