Click the link below to view the 2009 Advisor Edition of the annually updated DALBAR Quantitative Analysis of Investor Behavior (QAIB).
DALBAR QAIB 2009
This is always an informative read as it highlights the “Behavior Gap” that investors struggle with over time.
A couple of things I’d like to bring to your attention:
On pages 3 & 4, you’ll [...]
A large part of my work with clients is helping them explore what’s important to them and then working to align their finances to support their life.
A byproduct of this important process is a better understanding of the trade offs involved with their financial decisions. If they want to spend X dollars in retirement, what [...]
But I’m sure you figured that out long ago.
If Cramer’s show can be called anything, it’s entertainment — not advice. Although, it’s not exactly my idea of quality entertainment, either.
Sure, if Mr. Cramer happens to get lucky with one of his “lightning round” stock picks, I’m sure the lucky caller would be pleased. But, seriously, [...]
If you participate in a company 401k plan, whether sponsored by a large Fortune 500 company or a small local business, you might be unwittingly participating in what amounts to a Ponzi scheme. However, this Ponzi scheme makes Bernie Madoff’s $50 billion fraud seem like peanuts.
For more details, I highly recommend you read the latest [...]
The following video features Jason Zweig, author of the Intelligent Investor column in the Wall Street Journal. Here, Jason talks about why you should be skeptical of market forecasts, whether they come from professionals or amateurs. Please watch the video below:
