Three thoughts…

Company values contracting, expanding, and contracting again can test the patience of the best investors.  This up/down movement in prices is unsettling, especially if you allow account values to define your progress as an investor.  If you haven’t created or updated...

Chutes & Ladders

If investing was a board game, it may be best categorized as Chutes & Ladders.  I loved this game growing up as a kid, the premise is simple.  Get to the top of the board by climbing ladders and progressing forward on each square, avoid the chutes if possible. I...

Vantage Point

It’s valuable to take a minute and reflect on how far the S&P 500 index has traveled over the years.  Annual returns dating back to 1928 may be viewed here.  Depending on how long you’ve been investing, some of these dates may be familiar.  We’ve witnessed...

Worries

How does one remain patient and avoid reacting as the markets zig and zag?  It’s human nature to want to take charge and influence as many outcomes as possible.  This is especially true (and magnified) when it comes to managing our investments.  We wish to be right in...

Chasing returns 

These are challenging times to be an investor. Making financial decisions on what investments to purchase may include reviewing potential returns.  It’s natural to seek out returns that may increase your portfolio overtime.  A present-day example, such as I bonds,...

Head Start

Here’s one step to take now to get a financial head start on the new year!  Create a balance sheet that tallies everything you own and all that you owe.  Paper and pencil work well, however I’ve found digital copies more valuable.  The value of a balance sheet is to...