Diversified Portfolio

The Yield Curve is Inverted. Don’t Panic.

Wednesday was another “interesting” day in the markets. The S&P 500 Index was down almost 3% on the day – and follows on the heels of last Monday, where the market was also down nearly 3%. It’s been an eventful week and a half. Rather than dissect what’s caused these drops (and annoy one half…

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Ignore the Financial Media

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment…

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Can TIPS Help You?

Inflation is one of the most pernicious risks facing retirees. While there are a lot of ways to manage inflation risk, TIPS, or Treasury Inflation Protected Securities, are one of the few investment options that directly hedge against inflation risk. They aren’t perfect, and there are certainly some things to consider when you use them…

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Should You Try Timing to Avoid Bad Markets?

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment…

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How Does the Market in 2018 Stack Up Historically

There’s been a lot of ‘sturm und drang’ around what the markets have been doing lately. The financial media has been talking about how this is the sign of the inevitable end of the world.   Of course, we’ve had a few things lately that were also supposed to be signs the world crashing down on our ears. But, well, the world is…

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The Art of Disciplined Investing

Often the least sexy advice is the right advice. It’s not exciting, but it will accomplish your goals. This goes for investing, too. Think of your portfolio as a farm. You’ll have good years and bad years, but if you focus on the important parts and don’t let yourself get distracted, you’ll reap the rewards…

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