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3 Common Investing Mistakes

By |2020-03-19T11:30:05+00:00March 19, 2020|Uncategorized|

Timing the market - Although the financial markets can be remarkably steady over longer time periods, sharp short-term movements in security prices are increasingly frequent. Choosing the ideal moment to buy or sell is difficult, and investors who attempt to time the market may end up missing periods of exceptional returns. Ignoring the power of diversification - Individual asset classes go in and out of favor over time. Harnessing proper diversification can enhance returns and help to cushion against volatility. Assuming past performance guarantees future results [...]

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Ep 5: What’s Your Level of Desire to Retire?

By |2022-10-27T13:23:59+00:00March 19, 2020|Her Wealth Matters Podcast|

Retirement comes in many different forms and we all create our own vision of the day we make that exciting transition. Maybe you’re someone that plans to work as long as you can or you the person that’s ready to retire as soon as possible. We all have a different level of desire when it comes to retirement, and today we’ll span the spectrum with J’Neanne Theus.

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Will Coronavirus Make Your Portfolio Sick?

By |2020-03-09T18:42:27+00:00March 9, 2020|Uncategorized|

The Coronavirus outbreak is causing panic worldwide and almost everywhere investors look, the headlines seem daunting when it comes to the epidemic and their portfolios. What is an investor to do amid these circumstances? First and foremost, everyone must understand the incentives of the news outlets pumping out these headlines. They are attempting to sell advertising. So why is it that bad news seems to dominate the headlines? Marc Trussler and Stuart Soroka, set up an experiment that they published in 2014. The researchers present their [...]

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Ep 4: How Bias Affects Your Investing Decisions

By |2022-10-27T13:24:02+00:00March 5, 2020|Her Wealth Matters Podcast|

Many different types of bias can play a role in the decisions an investor makes and most of the time it results in a negative outcome. Let’s highlight six of the biases that we see clients use for their financial decisions and explain how they affect your portfolio.

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In the Blink of an Eye

By |2020-03-02T10:25:06+00:00March 2, 2020|Uncategorized|

Well... it's Monday following an 11% drop in the DOW from last week. And what's happened? When financial markets hit periods of volatility like this past week, these questions inevitably fly around: Is this the right time to sell? Why are my account balances dropping? Shouldn't you (the advisor) be doing something? Shouldn't I change my allocation? Amid all the news and noise, investors are wondering what to do - if anything. You don't have to look back far in history for an example of what [...]

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