Planning for Change in the Market

Planning for Change in the Market After what seemed like the longest winter ever, spring has finally arrived here in the Midwest. Temperatures are pleasant, the days are longer, grass is green again and baseball games are in full swing. It wasn’t long ago that it…

The Importance of Simple Enjoyments

The Importance of Simple Enjoyments

One of my favorite stories is about Jeanne Calment, the woman with the longest confirmed lifespan. She lived in France until the age of 122. In 1988 she was interviewed about meeting Vincent van Gogh in her uncle’s art shop…

The Worst Way to Pick a Mutual Fund is Often the Most Popular

The Worst Way to Pick a Mutual Fund is Often the Most Popular

It’s all in a name. Until, well, it’s not. Imagine this: You sit down to select a mutual fund to invest in, and after looking over a few options, you select the one with the word “preservation” in the description.…

The Importance of Portfolio Monitoring

The Importance of Portfolio Monitoring

A fire pit and portfolio monitoring. I recently completed a backyard renovation project of building a fire pit and seating area where an old tree stump had been. I wanted to have rocking chairs around the fire pit, so I…

Return on Investment and Expectations

Return on Investment and Expectations

The Uncommon Average The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations for…