Patience… A new investment asset class?

by brendon on August 28, 2019

What character or way-of-being should an investor most want to master?

The answer is PATIENCE. Like an asset category that gives investors positive rates of return, investing with patience may be an investor’s greatest ally. Conversely, a lack of it could be their worst enemy.

Investing with patienceDalbar’s annual study of investor behavior reveals global investors lean toward short-term investing, expecting to hold investments for a little over three years on average. Less than a fifth of investors hold investments for at least five years. In the context of implementing a successful investment strategy, this is not investing with patience.

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Saving for College

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Dropping your kids off at preschool becomes moving them into a dorm in the blink of an eye. With practical steps and effective planning for saving for college, you can reduce the financial stress for you and your family.   Offsetting the cost of college For the 2013-14 academic year, the average annual cost (room, […]

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“Chasing Returns” leads to Worse Performance

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Have You Noticed Markets Are Down?

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Time to Rethink Buy and Hold Strategies?

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Financial planning investment advice that’s given to Kansas City and Overland Park investors should not only include buy and hold, but rebalancing.   Steve Atkinson posted a great article in Financial Planning–an industry publication for advisors like myself.   He points out that perceptions of buy and hold strategies are joked about primarily by those that promote […]

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Is it Important to Know When the Next Downturn in the Market will occur?

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Financial planning advice for investors:  don’t attempt to predict when the next downturn will occur.   Assuming you’re correct and predict this, you also have to predict the next upturn.   And gains in the market happen so rapidly that not even professional money managers can  beat market rates of return over long periods.    See chart below: […]

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How Do I Allocate My Investments

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