Park + Elm Investing Principle #8: Do Emotions Affect Investment Returns?
PRINCIPLE #8 IS HERE! Do Emotions affect Investment Returns! Download the rest of our Ebook Here to get all 10 principles!! Many people struggle to separate their emotions from investing. The chart above shows the correlation between emotional cycles and market returns. Investors typically buy at “Elation” and sell at “Fear”, inherently creating a dreaded “selling low, buying high” strategy. A philosopher once said that nothing is as difficult for people as not deceiving themselves. But while [...]
Quarterly Market Review: Q3-2018
Click on the link below for a detailed analysis of quarterly performance of the global equity and fixed income markets. CLICK HERE TO READ THE 3RD QUARTER 2018- QUARTERLY MARKET REVIEW
Total Cost of Ownership
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker price indicates approximately how much you can expect to pay for the car itself. But the costs of car ownership [...]
Park + Elm Investing Principle #7: Avoid Market Timing
PRINCIPLE #7 IS HERE! AVOID MARKET TIMING! Download the rest of our Ebook Here to get all 10 principles!! You never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to seek returns wherever they occur. Trying to correctly time your entry point to the market is difficult, and unfortunately humans have an instinctive desire to take control and make a change when things aren’t moving [...]
Today’s Video: Do Mutual Funds Outperform Benchmarks?
Our partner, Dimensional Fund Advisors' analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their success. Check out the short video!
The ABCs of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. NOW is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue. THE CALCULUS OF PLANNING FOR FUTURE COLLEGE EXPENSES According to recent data published by the College Board, the annual cost of attending college in the [...]
