Tag Archives | investment philosophy

Tarriff Wikimedia

Tariffs – a Balanced Look (i.e., no politics or opinions)

“Tariffs are one of the oldest trade policy instruments, with their use dating back to at least the 18th century. Historically, the main objective of a tariff was to raise revenue (my emphasis). In fact, before ratifying the 16th Amendment in 1913 and formally creating the income tax, the U.S. government raised most of its revenue (taxes) from tariffs. Even so, […]

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Happiness and investing? Can you do both?

Happiness and investing? Can you do both?

The Happiness Equation, as it relates to investing, is an interrelationship between your perceptions and expectations of investing and events. How do you manage happiness when you can’t manage the markets or the events that influence the markets?   The inserted article below explains.   The happiness equation from Better Financial Education   Note: Your […]

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The Markets: Who Buys When People are Selling?

The Markets: Who Buys When People are Selling?

You may hear, when markets get “volatile,” that there are more sellers than buyers. Can that even happen? What does that phrase even mean? BTW, you hear it too in any market, including the real estate market.   The article below, “A Question of Equilibrium,” explains the basics of how buyers and sellers always agree […]

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StockSnap January UMIOY6CVUM

As Goes January, So Goes the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator,” “January Barometer,” or “January Effect.” This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will rise or fall during the remainder of the year. So every […]

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Positive returns frequency

What is the Frequency of Positive Returns?

People focus on returns, average returns, good or bad returns. Rather, progress isn’t made over short terms, but over the longer term. So how often have the markets been positive? The below article explains how to better view markets and how you should participate in them for healthier and wealthier outcomes. It illustrates how infrequent […]

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Markets are always uncertain

Markets are always uncertain

Markets are always uncertain. Actually, as the article below states, markets aren’t uncertain … uncertainty is a human condition that is emotional and the markets simply reflect this emotion among the many other emotions market participants feel. I like to schedule posts in advance. You’ll notice the article below is dated May … when the […]

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Factor Based Investing

Your Complete Guide to Factor-Based Investing – Review

What are factors for investing? How are they determined? Why are they useful? Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today Paperback – October 7, 2016 by Andrew L Berkin and Larry E Swedroe discusses this.   What are factors? “A numerical characteristic or set of characteristics common across a broad […]

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StockSnap_P9YPEQPQ18

Is Robo-Advising the way of the future?

What is Robo-Advising? From Widipedia: “Legally, the term “financial advisor” applies to any entity giving advice about securities. But most robo-advisors limit themselves to providing portfolio management (i.e. allocating investments among asset classes) without addressing issues such as estate and retirement planning and cash-flow management, which are also the domain of financial planning.”   So, […]

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