Investment Planning

Gaining Perspective on Stock Market Volatility

Gaining Perspective on Stock Market Volatility

One of the most important rules of investing is this: tuning in to media sources (be they financial or general) will not help you be a better investor. In fact, it will likely make you a poorer investor.

Does it help you to know how much the Dow or the Nasdaq moves in a given day? If the Dow is down 200 points today, will that alter your investment strategy? Will it alter your mood?

The Importance of Timing Market Returns: Sort of

The Importance of Timing Market Returns: Sort of

You can’t time the market. At least I can’t. Market timing is an investment hypothesis that has been tried for the 240 years of stock exchange history in the United States. 

 

The basic idea is to buy an investment when it is “low” or undervalued, and then sell that investment when it is “high” or overvalued. The problem is that I don’t know when the “low” or “high” has truly occurred. I know when investments are “lower” and “higher”, because those terms are always relative to some reference point in the past.  

Early 2019 Market Update

Early 2019 Market Update

As a part of The Wealth Group’s systematic investing process we have developed and refined, we update and review your portfolio and the internal holdings on a regular basis. This is an update based on that process, and there is no action required on your end.  

Finding the Next Amazon

Finding the Next Amazon

Most of us have said or thought something like: “If only I had invested in __________, I would have so much money today.” Whether it’s the stock of Amazon, Google, Netflix, or Apple, the growth of these stocks over a long period of time is incredible. But when we examine the historical price movement of these stocks, we see that early investors have endured a bumpy ride.

We Want Profits Higher Than Risks

We Want Profits Higher Than Risks

Meir Statman is a Professor of Finance at Santa Clara University. He has gained increasing acclaim in the financial world for his work in the field of Behavioral Finance. What is behavioral finance? It studies the intersection of our behaviors (which are driven by our thoughts and feelings) and our money.