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What Soccer Can Teach Us About Investing

What Soccer Can Teach Us About Investing

Debunking the Action Bias

At times like these, investors often wonder whether they should react to the market correction. The newest member of our gang here at TWM, Jordan Gentile, played goalie on his college soccer team. In our e-Letter this month, he offers this interesting analogy about how goalies tend to react when they face the ultimate pressure situation, a penalty kick. Most goalies “feel” like they need to do something, jump to the right or the left, to try to stop the shot. But statistics show they would be better off if they just stayed put in the middle.

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What it Means to Be a Lifetime Investor

What it Means to Be a Lifetime Investor

What it Means to be A Lifetime Investor 

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Nearing Retirement? Check These Blindspots

 

Proper planning can help you avoid financial shocks in retirement.

 

Thanks in large part to a bull market that has lasted the better part of six years, retirement may be looking more doable than you thought, sooner than you thought. Such happy thoughts are likely cycling through the minds of many 50- and 60-somethings these days. What seemed like a distant dream in the wake of the financial crisis--a financially comfortable retirement--is starting to look eminently possible. 

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1-in-10 American Workers isn't saving for retirement

1-in-10 American Workers isn't saving for retirement

One in 10 American workers isn't saving for retirement, according to a survey that accompanied Bankrate's Financial Security Index for August. And their numbers are increasing, even though the economy has improved.

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Participant Letter September 2015

Participant Letter September 2015

Market Whodunit
The stock market is a device for transferring money from the impatient to the patient: Warren Buffett.

After several years of rising prices and unusually low market volatility, the stock market and parts of the bond market have suddenly given way to a correction. After declining 6% in the last month, the Dow Jones Industrial Average is down 5.8% so far in 2015, and 1% in the last twelve months. 

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Client Letter September 2015

Client Letter September 2015

Market Whodunit

The sudden drop in the market has everyone looking for a culprit. The explanation may be much more elementary than you think, my dear Watson. Remember, the stock market predicts about twenty recessions for every one that actually occurs. In this case, stocks have been falling despite generally positive economic news. This suggests that the correction is probably technical, and not fundamental in nature. 

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Elementary Advice on the market conundrum

Elementary Advice on the market conundrum

Not even the sharpest living minds on investing have a good clue what’s coming next. Oracle of Omaha Warren Buffett admitted in May that he had been “wrong” about interest rates. Global investors continue to struggle in the quest for signs of what the future will look like – for interest rates, for China, for energy, for Greece. It’s an enigma everywhere, making the financial markets one of today’s greatest mysteries. Bruce Thompson spies the real culprit in the recent market decline.

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Note about the Market

Note about the Market

The market has been brutal over the last few days as concerns over China, fed rate hikes, and commodity weakness have invoked worries that haven’t been felt so acutely since the financial crisis. Yet, as one of my colleagues said recently, the market drop is as surprising as a hurricane hitting North Carolina!

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Client Note August 25, 2015

Client Note August 25, 2015

The market has been brutal over the last few days as concerns over China, fed rate hikes, and commodity weakness have invoked worries that haven’t been felt so acutely since 2011 during the Eurozone crisis, and conjuring up bad memories of 2008. 

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Four Steps to Fiduciary Success for Plan Committees

Four Steps to Fiduciary Success for Plan Committees

This report from Vanguard Investments describes the steps taken by successful investment committees.

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Participant Letter August 2015

Participant Letter August 2015

Pardon the pun, but diversified portfolios have slipped in the last few months on oil. Moderate returns in the broad US stocks indexes have been pinched on one side by negative results in the bond market, and on the other by a retreat in international, emerging markets stocks and commodities, primarily oil. 

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Stable Value Funds

Stable Value Funds

Higher yields than cash, with low volatility and principal protection

Question: What are stable-value funds? Are they like money market funds with higher yields?

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Your Primer on the DOL's Fiduciary Rule Proposal

Your Primer on the DOL's Fiduciary Rule Proposal

We've attached an Executive Summary covering the basics of the DOL's proposed rule on conflicts of interest in giving retirement plan advice. The new rule, designed to protect participants, seeks to define what advice will be subject to a fiduciary standard of care and under the purview of DOL enforcement.

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Resisting Short-term Temptations: The Marshmallow Test

Resisting Short-term Temptations: The Marshmallow Test

The famous marshmallow test conducted in the 1960's showed that we have a hard time resisting instant gratification, even if we know that delaying gratification would lead to an even bigger reward. This, in short, is what makes investing and managing businesses so hard. Success requires many qualities, but conviction, discipline and thinking long-term must rank near the top....

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2105 Hits

Resisting Short-term Temptations: The Marshmallow Test

Resisting Short-term Temptations: The Marshmallow Test

The famous marshmallow test conducted in the 1960's showed that we have a hard time resisting instant gratification, even if we know that delaying gratification would lead to an even bigger reward. This, in short, is what makes investing and managing businesses so hard. Success requires many qualities, but conviction, discipline and thinking long-term must rank near the top....

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1488 Hits

TWM Welcomes Jordan Gentile

TWM Welcomes Jordan Gentile

Please welcome Jordan Gentile as the newest member of Thompson Wealth Management's team. 

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Client Letter August 2015

Client Letter August 2015

Market Focus: Value and Dividend Stocks out of Fashion

As a style of investing, dividends have under-performed the market recently. Portfolios with an equity income emphasis have lagged the market in the last couple of years. While frustrating in the short run, the longer term picture tells a different story: focus on fundamentals, not trends. In fact, we can exploit trends – not by chasing them, but by faithfully diversifying and rebalancing.

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Client Letter July 2015

Client Letter July 2015

Benchmark Returns June 30, 2015

We wish you a happy and healthy 4th of July weekend. Here’s hoping that you spend the next few days thinking more about barbecues and bottle rockets than the ongoing fireworks in Greece and investment markets.

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Hedge Funds -- Unattractive for Most

Hedge Funds -- Unattractive for Most

"I would never join a club that would have me as a member." Groucho Marx

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The Psychology Behind Financial Decisions

The Psychology Behind Financial Decisions

 

When we have too many options, we choke.

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