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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

Stock Market Corrections: What History Says

Stock Market Corrections: What History Says

Many individual investors sell when the market declines out of fear it will never come back. The data actually says the opposite...

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Six Wall Street Moves You Should Never Emulate

Six Wall Street Moves You Should Never Emulate

 Key Takeaway: You should never try to emulate Wall Street investors who have a history of repeating these bad mistakes:

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Advice for a Market Downturn: Have a Calm Heart and a Clear Mind

Advice for a Market Downturn: Have a Calm Heart and a Clear Mind

The markets have been on a tear following the recovery from the financial crisis—with some pundits saying a market correction is due. Here’s how to prepare yourself. 

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Client Letter May 2015

Client Letter May 2015

Rethinking bond allocations

Winston Churchill once said "It would be a great reform in politics if wisdom could be made to spread as easily and rapidly as folly". The similarity with investing is uncanny.

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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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Indexing Rules, But Don't Call Us Indexers

Indexing Rules, But Don't Call Us Indexers

It seems like the world has suddenly discovered that index funds are the way to go. Here are links to two recent New York Times articles citing new research on the subject:

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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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How To Ensure Your Aging Parents Safety When Driving

How To Ensure Your Aging Parents Safety When Driving

It is estimated that by the year 2030, there will be 58.9 million people in the U.S. over the age of 65—and many of these individuals will still be drivers.

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Overconfidence Hurts Results

Overconfidence Hurts Results

 Every other morning, a good friend of mine who is a triathlete goes to the local pool for lap swim before going into work. There are three lanes: slow, medium and fast.  Which lane do you think is the fastest? Turns out it’s not the fast lane.

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Rethinking Money, Not as Good or Bad but as a Tool

Rethinking Money, Not as Good or Bad but as a Tool

Almost everything we’re taught about money is: saving good, spending bad. But what if it's neither...

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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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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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What's Wine Got to Do With It? Investment Behavior and the Lure of High Prices

What's Wine Got to Do With It?  Investment Behavior and the Lure of High Prices

Experiments show we are hard-wired to let our emotions steer financial decisions, often in the wrong direction...

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Retirement Plan Contribution Limits for 2015

Retirement Plan Contribution Limits for 2015

Contribution limits for employees in 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan will increase from $17,500 to $18,000 next year, the IRS announced Thursday.

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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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Behavior Gap: Ignoring the Noise of the Market

Behavior Gap: Ignoring the Noise of the Market

Last week was uncomfortable for market watchers.

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I've Been Good, I Deserve It: Moral Licensing and Impact on Financial Behavior

I've Been Good, I Deserve It: Moral Licensing and Impact on Financial Behavior

Interesting thoughts on moral licensing and how it can impact financial behavior. Perhaps we’d all be better served by being a little more mindful…

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Chasing Returns has a High Cost

Chasing Returns has a High Cost

The investment behavior of households could be influenced by their own past experience, especially by the return performance of their portfolios.

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Client Letter July 2014

Client Letter July 2014

Don't predict the future, prepare for it.

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Client Letter June 2014

Client Letter June 2014

As I will be on vacation next week, I wanted to provide an early mid-year investment update, along with some perspectives on market valuations and what may be driving stock prices higher. I look forward to discussing it with you when I return. In the meantime, please don’t hesitate to call Carla or Andy if anything arises. I will be in touch daily.

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