1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

Investor Behavior

Recent History Bias

A portfolio’s effectiveness should be judged on the performance of the overall diversified portfolio.  Yet, investors are tempted to focus on the most recent top performing asset class and question their portfolio’s inferior returns.  Even though academia has shown us that past performance does not indicate future results, investors fall into the trap of recency

Tuning out the Noise - Part 2

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors.

You, the Capital Markets and Your Brexit Fears

One of our responsibilities as your financial adviser is to help you put market news in its proper perspective, especially when the media is reporting particularly steep, UK market declines like we’ve seen during the past few days. 

REAL Return is what Really Matters

Which is a better total return, 6.6% or 5.5%? Right off you get the sense that adding ‘total’ to return is one of those financial planner weasel words. You would be right.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

How Confirmation Bias Could be Hurting your Investment Performance

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to concede the “good points” the other side make, or do you dismiss the whole argument?

Understanding Your True Risk Tolerance is Vital to Portfolio Performance

As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, fluctuating home values, diminished retirement savings accounts, and economic struggles has taken a severe toll on the American psyche. For many investors, it may have forever altered the way in which risk is perceived and managed.

Investors' 10 Most Common Behaviorial Biases

Barry Ritholz (of The Big Picture and a Sunday Business columnist at The Washington Post) recently contributed Investors’ 10 most common mistakes to The Washington Post Business Section quarter

Worst Investment Strategy Ever

Sarcasm <GO>

Do you make bad decisions when your portfolio goes down? What if there was a way to automate the decision so that your emotions wouldn’t get in the way. Good news, I found a way!

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1 Source: http://www.merriam-webster.com/dictionary/fiduciary

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