Market Commentary: Spring 2016 – Your Investment Experience

PURSUING A BETTER INVESTMENT EXPERIENCE Investors are bombarded every day with global events, economic reports, and ‘expert’ opinions and forecasts that make it easy to question a disciplined, long-term investment strategy – even a broken clock is right twice a day. Here are 10 investment principles that can help you stay on target to achieve […]

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Wealth Matters: What’s really driving your investing behavior?

September 21, 2015 – Published in the North Bay Business Journal We like to think of ourselves as rational, logical decision-makers. But the truth is, psychology plays an enormous role in how we behave, especially when it comes to investing. The emerging field of behavioral finance meets at the intersection of economics, psychology and decision-making. […]

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1 chart shows just how badly average investor lags — even cash

When chaos strikes, the average investor heads for the hills and ends up paying the price in long-term underperformance, says one of Wall Street’s most prominent bulls. As this chart from Richard Bernstein Advisors shows, mom and pop stink it up on a pretty steady basis and have lagged gains in every asset class, with the […]

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Is your brain making bad investment decisions?

July 7, 2014 – Published in the North Bay Business Journal As financial advisers, we see the results of poor decision making every day — couples on the verge of divorce over financial miscues and others with no idea how they are going to pay for retirement much less fund college. So if the basic approach […]

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