It appears that the real risk to stock markets is an overreaction, to the overreaction, of currently understood effects of the coronavirus Covid-19. The best defense to such a reaction is a globally diversified portfolio with a proven strategy to weather market storms. Viruses are a common part of human life. We live with them…
Seldom do I take the time to respond to articles where I have a different opinion. I could waste most of my time everyday if I tried. However, as my company is about to host an investment presentation where we talk about the “DFA Advantage,” I felt that a reply to this particular article was…
Whenever people refer to the “market,” I’m reminded of the line from “The Princess Bride”: “You keep using that word. I do not think it means what you think it means.” It’s not just a question of semantics. An overly narrow view of what constitutes the market could lead to less than optimal investing and…
If you’re like most people, you can’t wait for this presidential election to be over. Maybe then your Facebook feed will finally go back to photos of kids, puppies and food. Until then, you get mudslinging. Every election year, we’re worn out by the bickering campaigns, the endless commercials and mailers and that crazy uncle…
The real cause of yesterday’s vote by the British electorate to end its membership in the European Union was actually a well-executed plot by the BBC. With the BBC hit, Downton Abbey, ending after six seasons, the executives were searching for another multi-season blockbuster to help justify their special status as a quasi-public broadcaster. Add…
This Money Magazine article looks at the presidential candidate’s own finances. Navigoe Founding Partner, Scott Leonard, was again asked to evaluate the candidate’s investment portfolio. Cruz’ lack of diversification may offer valuable lessons for other investors. Read the full article here: Ted Cruz Is Making One Texas-Sized Investing Mistake
Money asked Navigoe Founding Partner, Scott Leonard, to evaluate Jeb Bush’s investments for an article. Scott was quoted multiple times, noting that Bush’s portfolio consists of an unwieldy thicket of investments rather than a coherent plan. This year Navigoe launched a new portfolio evaluation service. For $250 we will provide an “Investment Report Card.” If…
It’s that time of year — you’re looking at your investment returns from last year and, most likely, not feeling too great. Add the large losses already sustained this year, and you’re probably turning a little green. We all know the conventional wisdom when the markets are in free fall: Don’t panic. Buy and hold. That’s great…
After a volatile start to 2016, investors should be pleased to remember that investing is not a sprint, but instead it’s more like a marathon. A sprint race can be won or lost by how well runners respond to the starting gun and explode off of the blocks. Marathons, on the other hand, are probably…
In 2014, the US dollar went on a tear. The currency strengthened versus all other major currencies, and not by a small amount. The US dollar gained 11.97% against the Euro, 5.92% against the British pound, 8.32% against the Australian dollar and 11.58% against the Japanese Yen. If you were a consumer of foreign products,…
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