Tag: behavioral finance

Your Brain on Distressing Financial News

Posted on: October 17, 2019| Posted by: Jon Powell | Behavioral Finance, Current Events

“How much pain has caused us the evils that have never happened?”

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The Problem with Running to Cash When Times Get Tough

Posted on: May 24, 2019| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Albert Einstein was said to have described compound interest as “the eighth wonder of the world” and that it is “the most powerful force in the[…]

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Things to Think About Before Deciding to Payoff a Mortgage Early

Posted on: August 20, 2018| Posted by: Jon Powell | Behavioral Finance, Major Financial Decisions

Many view debt-free homeownership as an important step on the journey to financial freedom and, eventually, a successful retirement. As housing costs[…]

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Fixed Income Investing in an Era of Rising Interest Rates

Posted on: March 29, 2018| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Let's talk about bonds for a minute. Occasionally, we get asked about what the future prospects are for bond investors. Sometimes with the implication[…]

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Recent Market Volatility

Posted on: February 9, 2018| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

It’s been grizzly out there. Times like these give me a chance to share my absolute favorite quote about markets. From Bill Bernstein’s book, he[…]

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How to Handle a Large Inheritance, Settlement, or Windfall

Posted on: March 30, 2017| Posted by: Jon Powell | Behavioral Finance, Financial Planning, Major Financial Decisions

Rapidly advancing from rags to riches, or riches to… far more riches, is obviously exciting. However, the improper management of this wealth can be[…]

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Morningstar Star Ratings - What is a Five-Star Fund?

Posted on: March 9, 2017| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

I had an interesting conversation with someone who was asking about the mutual funds we employ. Specifically, he asked if we use “Five-star mutual[…]

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The Your Age in Bonds Rule for Portfolio Allocation Might Be Hurting Your Retirement

Posted on: February 16, 2017| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Rules of thumb are common in the investment world. There’s the “rule of 72”, which gives us an idea of how often money will double. The safe retirement[…]

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Explaining Diversification and Why We Do It

Posted on: December 1, 2016| Posted by: Jon Powell | Behavioral Finance, Investment Decisions

Diversification is hailed as “the only free lunch on Wall Street", based on the famous quote by Harry Markowitz. Some of us accept this as a fact and[…]

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The Pros and Cons of Getting a Store Credit Card

Posted on: November 17, 2016| Posted by: Jon Powell | Behavioral Finance, Budgeting

With Black Friday approaching, many consumers are looking for ways to save a bit of money on their holiday purchases. Inevitably, a lot of people have[…]

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