FVIM's Insights

News and information about preserving your life savings

An Antidote to Doom & Gloom Investing

In our last post, Soul-Satisfying Investing , we explored the relationship between money and quality of life, and how there’s a big difference between investing for your life, versus investing becoming your life. One way to go about making this important connection is to begin with an optimistic outlook. For starters, you’ll probably feel better more often if you maintain a positive perspective. Beyond that, there’s plenty of empirical evidence that you’ll stand a better chance of achieving your most challenging goals – be they financial, personal or professional – if you remain upbeat along the way. Consider this quote from...
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12423 Hits

Soul-Satisfying Investing

David F. Swensen is best known for his lengthy tenure as Yale University’s Chief Investment since 1985, and for the Yale Model for durable institutional fund management. It’s less well-known that he spent six years on Wall Street before accepting his academic post, forgoing the potential to earn hundreds of millions of dollars as a high-flying fund manager. True, being Yale’s CIO pays well enough, but nowhere near the levels portrayed by Leonardo DiCaprio’s character Jordan Belfort in “The Wolf of Wall Street.” Why did Dr. Swensen opt for a more modest lifestyle? In an NPR interview , he explains: “I...
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9147 Hits

2013 Year in Review: Different Year Similar Lessons

When we launched this blog in November 2010, we tasked ourselves with posting deliberately and consistently, so we could lead by example when recommending a similar strategy for your investment habits. Mission accomplished so far: Today’s “Year in Review” represents our fourth annual summary. Each year has been uniquely remarkable; each has revealed a very different mix of good, bad and ugly events. And yet, our suggested best-practices for managing your wealth throughout have remained deliberate and consistent. This is no accident. By repeating the same advice through varied markets, we hope we’re helping you stay the course when markets grow...
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3180 Hits

There's No Good Time To Market-Time

As stock prices have been enjoying a sustained bull run this year, one question we’ve been receiving lately goes something like this: “Are prices now too high, with nowhere to go but down if I buy stocks at this time?” To answer that question, consider an interesting series of blog posts from CBS MoneyWatch columnist Larry Swedroe, who is currently tracking eight “sure thing” predictions he identified at the beginning of 2013. The first of the eight commonly heard predictions at that time was: “The golden age of stock investing is over.” So has the “sure thing” prediction come to pass?...
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4162 Hits