A Coronavirus Round-Up Report

Posted by lifetime
On March 31, 2020

Do you remember that saying about March coming in like a lion and out like a lamb? Unfortunately, the coronavirus is highly unlikely to dissipate that quickly. Still, the sentiment reminds us how bear markets are like winter showers nurturing spring flowers. For every ferocious bear we’ve historically encountered, an uplifting bull has eventually followed. […]

Going Up and Down

Posted by lifetime
On March 21, 2020

“It’s different this time” is a phrase that’s been used so often that, as prophesied in Aesop’s Fable “The Boy Who Cried Wolf“, you can’t use it now to attract attention, even though you may really need to. But while COVID 19 is a mortal threat to many, we are already learning how to adapt […]

What Will Surprise Us Next?

Posted by lifetime
On March 17, 2020

There is a drip, drip, drip of surprises that has been fueling the rapid decline of stock values. These surprises are causing fear and worry, even among those who have invested wisely. If you have these same feelings, the rest of this article was written for you. First of all, we are witnessing a series […]

Time to Buy?

Posted by lifetime
On March 11, 2020

The news that the New York Stock Exchange had halted trading after the Dow Jones Industrial Average had dropped 2,000 points in the first 15 minutes of trading. 2 hours later the Dow had recovered by almost 800 points. After a day of ups and downs, the market closed down, lower than when trading had […]

9 Things To Do Right Now While Markets Are Tanking

Posted by lifetime
On March 5, 2020

In case you haven’t noticed, scary days have arrived, thanks to the concern over how coronavirus might impact our global economy. When we first sat down to write this message, the market was recovering from a 900 point drop during its early trading and headlines reported the biggest weekly stock market losses since 2008. Yesterday, […]

You, Your Investments, and the Coronavirus

Posted by lifetime
On February 26, 2020

The term “novel coronavirus” is so new, some people have wondered whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global headlines. As the viral news has spread, so too has financial uncertainty. What’s going to happen next? Will it further […]

What Would You Want to Learn?

Posted by lifetime
On January 30, 2020

If you had the opportunity to meet one of the world’s leading investment experts, what would you ask him? What would you want to learn? Those are two questions I asked myself as I reflected on my recent meeting with Mac McQuown. Although he is quick to direct the credit to others, Mac has been […]

Figures who don’t lie

Posted by lifetime
On October 15, 2019

Reading a recent article brought back memories of the expression “figures lie and liars figure”. Rather than focus on specific items that triggered my reaction, you will probably get more value from a cautionary tale about the subtle ways Wall Street and the financial media lead investors astray. Not only will you learn how to see […]

Amid tariff wars, temporary truces, Brexit bewilderment and Hong Kong anti-government rallies

Posted by lifetime
On July 30, 2019

Amid tariff wars, temporary truces, Brexit bewilderment and Hong Kong anti-government rallies, the global thermometer isn’t the only gauge that may leave you reeling between cooling chills and hot flashes this summer. Let’s take a refreshing journey back to May 2018, when Nobel Laureate and behavioral economist Daniel Kahneman presented how to improve our decision making process. […]

The Next Frontier of Investing: Investing 3.0!

Posted by lifetime
On June 14, 2019

As individual investors have adopted indexing and index funds as the standard for evaluating investment performance, Vanguard and other industry leaders are moving on. To keep up, you need to think about investing in a new way and explore the next frontier. Read on to learn about factor-based investing and why understanding how it works […]

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