Investors might think of stocks as their cake, and dividends as an extra layer of frosting, but in fact, dividends are a bite out of your cake. Post-dividend, your stock—your slice of a company—is worth a tiny bit less.
Join us September 16th, 2023 alongside the AppleTree 5k. As the race is underway, we'll have Rob at our office with light refreshments while Matt & Andrea lace up for the walk/run. Stop by to grab a bite, connect with our financial advisors and explore recommended books about capital markets and financial security.
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can reduce excess commotion. In that spirit, here are 3 financial best practices that pack a lot of value per “pound.”
To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement translate into annual performance in our investment portfolios? Markets often deliver their best returns just when we’re most discouraged. So, who knows! While we wait to find out, here are five action items worth tending to before 2022 is a wrap.
Our faith in these marvelous markets can be tested when bear markets rage like they have in 2022. It’s natural for our loss aversion tendencies (Investor Behavior Biases) to appear, tempting us to alleviate the uncomfortable feeling.
You may have noticed, the world never stops spinning. The same can be said for evidence-based investing. Even an evidence-based portfolio is expected to evolve over time.
Who are you, and what is your money about? Having described our best practices for identifying quality investments built to last through volatile markets, we arrive at Step Four, which is about identifying solutions that aren’t just ideal in general, but are also expected to be ideal for you.
If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, we’ll revisit our investment selection process over this three-part series. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.