Investment Behavior
09/18/09 - Investor Behavior Continues to Decimate Long Term Portfolio Returns
The journey from the October 2007 peak in the equity markets to the lows of March 2009 was an emotional rollercoaster for most investors. The...read more
05/22/09 - The Tuna Fish Factor
When you think of it, stocks are a lot like tuna fish. You buy them today to use sometime in the future. You don't expect to eat it in the store,...read more
12/18/08 - The Stock Market: What Am I Doing Here?
As this is written in December of 2008, the global stock markets are headed for one of their worst years ever. Not the worst, but pretty bad. The...read more
12/01/08 - Finally We Are Addressing the Real Mortgage Issue!!!
The current financial crisis was born out of the real estate bubble that developed after the technology bubble burst from 2000 through 2002....read more
12/01/08 - The Alternative to Business as Usual on Wall Street
Now that Wall Street's giant Investment Banks have proved themselves hopelessly corrupt, colossally incompetent, and spectacularly insolvent it's...read more
11/07/08 - Engine Failure Takeoff Continued
Many of you know that in a previous life I was an Air Force Pilot flying KC-135A Air Refueling Tankers. We all sometimes referred to the KC-135A...read more
05/23/08 - America Checking In: Make Your Own Coffee
The Global Markets have been bouncing around over the last several months causing a lot of uncertainty. Oil is at an all time high ($129 a...read more
03/26/08 - Broken Record
Occasionally I feel like a broken record. I've been in the financial services and investment business for almost 35 years. And while much has...read more
09/07/07 - Dealing With Market Volatility
Occasionally, market volatility rears its ugly head. If your asset allocation is right to meet your unique needs and risk tolerance, you can...read more
07/06/06 - Suspension of Disbelief
You can't have escaped hearing about hedge funds. Wall Street is gearing up to provide registered product and fund of funds to the middle...read more
03/27/06 - Fire Your Advisor and Hire My Dog!
A prudent man once said, "It is unwise to pay too much, but it is worse to pay too little." [1] The same holds true in the world of...read more
01/17/06 - Top 10 Stupid Investor Tricks
My mom always taught me, “If you don’t have anything good to say then don’t say anything at all”. Sorry mom, but this time I’m not...read more
08/12/04 - Into The Lair of Financial Pornography
Investors get inundated by so much B.S. (that doesn't stand for Bachelor of Science) it's not surprising that most continue to fail miserably....read more
01/09/04 - Have You Learned Your Investment Lessons Yet?
It's baaaccck! Following three years of gut-churning decline, the stock market is in positive territory again, and strong positive territory at...read more
09/05/03 - It Don't Get Much Worse Than This!
The results are in, and they stink! Dalbar's 2003 update of their widely quoted study, "Quantitative Analysis of Investor Behavior" (QAIB) shows...read more
07/28/03 - Where Are They Now?
I often encounter investors that still believe that the most important criteria for selecting an investment manager is past performance. This can...read more
06/16/03 - Investors Continue to Throw Money Away
Retail investors will overpay an astounding $36 billion this year in mutual fund fees. These are the findings of a study conducted by...read more
05/12/03 - What Motivates Investors?
We are not as rational as we think we are. When it comes to money and investing, people do some pretty strange things. Ever wonder why we do the...read more
05/12/03 - Investment Policy Statement Steers Portfolio Through Volatile Times
Euphoria one moment, panic the next, followed by a heavy dose of indecision. That pretty much describes the roller coaster life of investors...read more
02/18/03 - Dealing with Turmoil
Economic, political and military uncertainty tends to depress market prices. Resolution of the uncertainty even if events turn out badly tends...read more
01/10/03 - Fund Manager Of The Year?
Morningstar just announced their list of fund managers of the year, their annual tribute to the inefficient market. Morningstar is dedicated to...read more
10/07/02 - Avoiding Advisor Risk
Market Risk, and Behavior Risk are well known and frequently discussed. But, there is another type of risk that is often overlooked; The Advisor...read more
09/09/02 - Should You Abandon The Stock Market?
It wasn't long ago that investors were lured by the siren song of instant riches in the bull market. Frenzied commentators and investors...read more
07/29/02 - What's an Investor To Do?
Two and a half years into what the Wall Street Journal recently called the worst bear market in fifty years, many investors are rightfully...read more
04/17/02 - Know When to Fold 'Em
Frozen, like a deer in a spotlight. OK, you have done your financial planning, analyzed your existing holdings, and designed an asset allocation...read more
04/16/02 - Dump the Performance Fairy
One of the chief obstacles to becoming an enlightened investor is the belief in a performance fairy. Unlike Tinker Bell, who flew around doing...read more
04/16/02 - Is It Safe To Go Back Into Stocks? Dumb Question, Wrong Answer
As the Dow creeps back toward the 10,000 mark, we are beginning to see and hear the financial press speculating about whether it's safe to go back...read more
04/16/02 - Still Misbehaving
Investor behavior is the single biggest obstacle to achieving acceptable longterm returns. Far too many investors are their own worst enemies....read more
04/16/02 - Investors: Repent & Reform
Evidence keeps piling up that investors are their own worst enemies. Of all the risks that investors face, their own behavior may be the...read more
10/12/01 - The Value Of Market Predictions
I confess. I'm a news junky. My day starts by browsing CNN, CNNfn, AP, MSNBC, Wall Street Journal, New York Times, Miami Herald, and Washington...read more
09/10/01 - Hazardous To Your Wealth
Benjamin Graham was right : Investors are their own worst enemies. It's no great secret that investors generally achieve disappointing...read more
08/09/01 - A Trip Down Memory Lane
Part one It's hard to go back in time. But, if an investor could, this is what it might have looked like. For the sake of today's exercise we...read more
08/03/01 - Lessons Learned in 2000
My mom always told me that in every painful experience there lies a very powerful lesson. Same theory holds true in the world of investing. ...read more
08/03/01 - The Fog of War
The fog of war. Back in my Air Force days in Vietnam, whenever the aircrews questioned a particularly inane operation, the Brass always accused us...read more
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