Back to the Investment Basics Part 2: First Save, Then Invest

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at...

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Back to the Investment Basics Part 1: Remembering Summers Past

There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever. We’re not making light of this summer’s uncertainties. Inflation is real, and needs to be managed; we also can’t...

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Our Fund Selection Process: How We Choose The Funds We Use

Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? Of course, there are always big events going on; that’s the world for you. But today’s brew of geopolitical threats, inflation trends, rising...

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So What’s Your Plan for the Bear Market

 

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3 Crucial Lessons for Weathering the Stock Market’s Storm

Over the past century, U.S. stocks have averaged positive returns over one-year, three-year, and five-year periods following a steep decline.

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Why Long-term Investing is Crucial

 

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Fighter Planes and Surviving Bear Markets

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have a well-structured, globally diversified portfolio...

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Singled Out: Historical Performance of Individual Stocks

Have you accumulated a concentrated position in one stock? A concentrated position increases your risk of loss. Did you know that "only about a fifth of stocks survive and outperform the market over 20-year periods?" Read on to learn...

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Market Behavior and the Weather [Video]

Even sunny climates have rainy days.

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Do Downturns Lead to Down Years?

Does the recent decline in the stock market have you concerned? If so, you may enjoy reading this article by DFA. It goes over intra-year declines vs. calendar year returns over the past 20 years.

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