Wealth Management

Money and Emotions: Knowing Yourself and Your Behaviors

Money and Emotions: Knowing Yourself and Your Behaviors

The following is an excerpt from our book, THE MILLIONAIRE WITHIN, available on Amazon.   Ask a hundred people whether their emotions influence their financial decisions and all but a few will say “no.” Most people believe they approach investing and money matters with a sound, analytical state of mind. In reality, they approach investing from an …

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Presidential Elections- What Do They Mean for Markets

Presidential Elections: What Do They Mean for Markets

THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE.  It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles, this will inevitably include discussion …

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Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

THIS ARTICLE ORIGINALLY APPEARED ON DIMENSIONAL.COM. PLEASE CLICK HERE TO READ THE ORIGINAL ARTICLE.  Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested upfront, DCA spreads out investment contributions using installments over time. The appeal of DCA is …

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Bulls, Bears, and Long-Term Benefits of Stock Investing

Bulls, Bears, and Long-Term Benefits of Stock Investing

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets or a fall of at least 20% from a previous peak. The declines ranged from —21% to —80% …

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The Stock Market is Rallying Today, but Blue Skies aren’t Quite Certain Yet

Today marked a 7.6% rise in the market, as the Dow rallied over 1500 points! While this is certainly nice to see, we still may continue to see some additional volatility in our portfolios. Staying invested during bear markets can have a long-term positive impact. The video clip below illustrates how difficult it is to …

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Hemline Index

Hemline Index

“The future’s uncertain but the end is always near.” Jim Morrison, the Doors, “Roadhouse Blues”. Many investors are losing valuable sleep listening to the misguided, canary-in-the-coal-mine commentators expounding on an imminent stock market crash due to a future recession (the “R” word). Paradoxically, if too many investors believe the same thing, as fate would have …

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