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Study: the Most Successful Investors Trade the Least

Study: the Most Successful Investors Trade the Least

After analyzing 325,000 investor portfolios, SigFig finds that investors who trade frequently actually see lower returns than their peers who are more hands-off... 

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The Moral Bucket List

The Moral Bucket List

What does life look like when you stop focusing so much on achievement and spend more time working on your morality and inner character?

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Client Letter April 2015

Client Letter April 2015

“We know the future will outlast all of us, but all of us will live on in the future we make.”  Ted Kennedy

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Client Letter January 2015

Client Letter January 2015

Named after Janus, the Roman god of passageways, the first month of the year is a good time for looking back at what happened last year and for peering toward the future.

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Q4 2014 401(k) Plan Participant Letter

Q4 2014 401(k) Plan Participant Letter

 The personal rate of return, which each participant can view by logging in to their account on the plan website, offers the best information because it takes into account your individual deposits and withdrawals which means your performance will differ a bit from your fellow employees. 

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Client Letter October 2014

Client Letter October 2014

Checking with the Man on the Moon

Despite return of volatility, the investment world looks the same as it always has. What's unusual is the lack of volatility over the last few years as the market took “two steps forward”, not the “one step back” which has been occurring recently...

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Q3 2014 401(k) Plan Participant Letter

Q3 2014 401(k) Plan Participant Letter

 Derek Jeter, the iconic star of the New York Yankees, retired this season after 20 years in the major leagues. Many attributes displayed by Jeter during his baseball career translate to the invest- ment arena.

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Q2 2014 401(k) Plan Participant Letter

Q2 2014 401(k) Plan Participant Letter

JP Morgan once was asked his opinion on stock prices, and he famously replied, They will fluctuate.But US stocks haven't experienced even a 10% correction in 3 years. Thats unusual but not unheard of.

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Client Letter January 2014

Client Letter January 2014

Last week the Boston Globe ran an article with this headline:  An Easy Year for Investors, 2014 to be More DifficultReally?  We all accept how difficult it is to predict markets, not that pundits don’t keep trying, but how difficult can it be to recount the past accurately?

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Q1 2014 401(k) Plan Participant Letter

Q1 2014 401(k) Plan Participant Letter

 After a frosty January, the S&P 500 and the eponymous Van- guard 500 Index Fund warmed up to finish the first quarter with a middling gain of 1.8%.

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"The Investment Answer" Notes

"The Investment Answer" Notes

These are notes from the book I wish I’d written. It pretty much says it all. The path of the author, Gordon Murray, mirrors my own high-flying experience on Wall Street and subsequent epiphany about the right way for individual investors to find investment success.  

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" The Intelligent Asset Allocator" by William Bernstein notes

" The Intelligent Asset Allocator" by William Bernstein notes

William Bernstein applies Ben Graham's concepts to the subject of asset allocation -- the key to risk management and long-term investment success.

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Investing a lump sum of money comes down to the question of your tole...

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