The Halloween Effect One of the most underappreciated traits of successful investors is the ability to set realistic expectations. Whether it is the frequency of market corrections or historic market performance,having realistic expectations allows investors to avoid the two most dangerous emotions of in-vesting: greed and fear. Today, we will discuss the seasonality of the […]
Entering the Strong Season Read More »
5/4/2022 In difficult market environments, it pays to have the mindset of a long-term investor. Famed investor Benjamin Graham is famously attributed with saying, “In the short-term, the stock market is a voting machine; in the long-term, it’s a weighing machine.” We’d like to explore what Graham meant by this, as well as how it
Comparing Long Term and Short Term Investment Strategies Read More »
Updated 4/18/22 As we leave a tumultuous first quarter behind us and enter earnings season, it is time to review where and how the stock market and economy intersect. While it can seem crazy to see the stock market demonstrate strength since 2020 given the current economic environment of rampant inflation and mixed economic data,
Earnings Season: How it Works Read More »
When it comes to investing, one of the most prominent phrases used is the acronym FAANG, which is a simple way to refer to five of the largest U.S. companies: Facebook, Apple, Amazon, Netflix, and Google. While this acronym has been popular since 2013, Bank of America turned heads last week when they announced a
MANGO : The New FAANG? Read More »
Dollar-cost averaging involves investing a constant dollar amount consistently for an extended period. It allows people to avoid the two most dangerous emotions of investing: fear and greed.
The Case for Dollar-Cost Averaging Read More »
Updated 2/28/22 In the same way a car’s engine can overheat, the stock market can overheat after periods of sustained and, more often than not, rapid growth. At the peak of these growth periods, stocks prices may have even increased faster than their actual underlying value. In these instances, the stock market typically enters a
A History of Market Corrections Read More »
Updated 2/15/22 Whether you are a newcomer or a seasoned investor, odds are you have heard the phrase “index funds” when it comes to investing for retirement. Today, we’d like to look “under the hood” of the stock market to find why there seems to be such a consistent bias to the upside for the
Survivorship Bias in the Market Read More »
