Tag: investment decisions

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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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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It's Required Minimum Distribution Season

Posted on: December 18, 2017| Posted by: Jon Powell | Tax Efficiency, Investment Decisions

It’s Required Minimum Distribution (RMD) season (or Minimum Required Distribution - MRD, same thing). Beginning the year an individual turns 70 ½[…]

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The Wall Street Journal & Morningstar Are Fighting

Posted on: October 27, 2017| Posted by: Jon Powell | Current Events, Investment Decisions

The Wall Street Journal and Morningstar are fighting. On Wednesday, an in-depth piece ran in the Wall Street Journal that attacked Morningstar’s rating[…]

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What to Make of Bitcoin From an Investment Perspective

Posted on: September 10, 2017| Posted by: Jon Powell | Current Events, Investment Decisions

Bitcoin is has been in the news a lot recently. As of August 24th, the price of ‘physical’ Bitcoin had increased by 336%, year-to-date. Of course, as[…]

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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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Conversation Starter - World Market Cap

Posted on: February 23, 2017| Posted by: Jon Powell | Conversation Starter, Investment Decisions

I often come across interesting images or thought-provoking data that I want to share with our community, but may not dictate 1,000+ words on the[…]

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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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The Dow at 20,000 - The Dow is a Bad Index

Posted on: February 2, 2017| Posted by: Jon Powell | Current Events, Investment Decisions

Last week, the Dow Jones Industrial Average (“The Dow”) cracked the 20,000 point mark. It’s fun and exciting, and it’s seemingly and indication that the[…]

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