Avoid Concentrated Stock Positions, Part 1
“Overconfidence is probably the most important of financial behavioral errors.” – William Bernstein. Familiarity Leads to Concentration A recent article, Why It’s Wrong to Hold Too Much of One Stock...
View ArticleAvoid Concentrated Stock Positions, Part 2
“Never concentrate your investments in a single company, especially the company you work for.” – Jane Bryant Quinn. In a previous post, I talked about how investors’ familiarity with local companies...
View ArticleKey Investment Insights: The Benefits of Diversification
Welcome to the next installment in our series of Key Investment Insights. In our last post, “The Myth of the Financial Guru,” we concluded with our explanation of the formidable odds you would face if...
View ArticleKey Investment Insights: Managing the Market’s Risk
Welcome to the next installment in our series of Key Investment Insights. In our last post, “The Benefits of Diversification,” we described how effective diversification means more than just holding a...
View ArticleKey Investment Insights: Smoothing the Investment Ride
Welcome to the next installment in our series of Key Investment Insights. In our last piece, “Managing the Market’s Risk,” we described how diversification can minimize risks and help you better manage...
View ArticleKey Investment Insights: What Drives Market Returns?
Welcome to the next installment in our series of Key Investment Insights. In our last piece, “Smoothing the Investment Ride,” we discussed the benefits of diversifying your investments to minimize...
View ArticleKeeping Your Investing Resolve
Two months past New Year’s Eve and it’s quite likely your own “resolutions” are merely well-intentioned memories. It’s not easy to resist temptation and some might ask why, indeed, they should....
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