The Confidence to Invest Wisely


Sailing with the Tides

  Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark without...

Read More
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

  Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank...

Read More
Seven Ways to Fool Yourself

Last Thursday night Sensible Portfolios held an educational seminar for its clients and friends. Scott Bosworth spoke on the Implications of Investor Behavior. Scott is a VP at Dimensional and his presentation was very timely as investors are concerned about the stock market. I found an old article by Scott's associate, Jim Parker from April 2014...

Read More
Six Reasons Why 401(k) Loans are (Really) Bad

A 401k loan is such a bad investment choice that it should not be allowed in any plan other than for hardships. And yes, it is an investment because when plan participants take a 401k loan, it becomes one of the investments in their account. Consider that: Borrowers often lose the company match Many participants who borrow from their 401k...

Read More
Investment Shock Absorbers

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions. In a motor vehicle, the suspension system keeps the tires in contact with the road and provides a smooth ride for...

Read More

Schedule your free 15-minute call today.

Learn more. Get started.