AI, Will It Improve Investment Performance?

Who is selecting your stocks? In today’s world of investing, that could be a tricky question. Are humans picking your stocks or is it a machine that has been programmed to mimic human thinking or search for patterns in data to find new ideas for potentially higher returns? Whether it is man or machine, stock…

Read More

Yesterday’s News Gets You Nowhere

Should reading the latest news headlines be a factor in your investment decisions? Generally, the majority of news is simply a rationale for what has already occurred in the markets and therefore useless information for building a winning investment portfolio. Providing Investors with explanations about how a specific set of economic data or events impacted…

Read More

Don’t Be a Copycat, Be Original

Recently, we have witnessed a rise in replication strategies marketed to the retail investor that seek to copy the success of the best investment managers. Since hedge funds are thought to be performance leaders, hedge fund replicators are attempting to bring hedge fund performance to retail investors without the high fees associated with hedge funds.…

Read More

The Power of One and Strong Convictions

As an Investor, putting your best idea to work is the key to growing, protecting, and preserving your wealth. The most successful investors have understood this for decades. Using Warren Buffett as an example, he has doubled the return of the S&P 500 during his investment career at Berkshire Hathaway by investing money in a…

Read More

Too Much Bearish Talk Awakens the Bulls

If you were to Google “Market Predictions for 2023” most of the findings would suggest that the 2023 stock market is in for a rough ride. However, there are pundits who would argue that markets are due for an increase in value. However, negative market sentiment seems to dominate when it comes to predictions about…

Read More

What to Do After a Disastrous 2022

First, don’t panic and look on the bright side. Secondly, tune out all of the financial pundits and stick to your investment strategy. Third, have the proper historical perspective. Remember, investing is not just about financial concepts, mathematics, and statistics, but rather having the right temperament to avoid the emotional traps of fear and greed.…

Read More

After Those Midterm Elections

History has a way of repeating itself and in this case the historical data could provide some comfort for investors with money invested in the S&P 500 or other equity-based indices. Calendar years following midterm elections have yielded some insightful information. Since 1935, the year after the midterm election in 1934, the S&P 500 has…

Read More

From Alternative Investments to An Open Mind

Whether young and wealthy or older and wealthy, your goals regarding investing your money are the same. In fact, all investors would prefer investments that are stable and go up more than down with upside potential and returns exceeding those of the market averages. According to a study by Bank of America Private Bank, 75…

Read More

Trust Your Asset Allocation

One of the best ways to develop trust in something is to be familiar with its history. As an investor, if you do not have a historical perspective of your asset allocation strategy then you will probably lose sleep worrying about your investment portfolio. Unfortunately, whether you are a retail or professional investor, being constantly…

Read More

Remain Calm, it is Not That Bad

It certainly seems like the sky is falling but it is not the first time, and it will not be the last time that you have this feeling. The crypto market is in chaos, the yield curve is inverted, all major stock market indices are down for the year, but the holiday season is fast…

Read More