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Don’t Just Do Something!  Stand There!

Don’t Just Do Something! Stand There!

The annual update to DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) study confirmed once again that when we make moves in our portfolio, we are much more likely to be losers rather than winners.

Guns vs. Butter

Guns vs. Butter

We have limited resources, be they friends, family, money, skills, experience, or whatever. There is nothing we have that is without limit. The key to finding your own financial happiness is allocating your resources appropriately.

Pay No Attention to the Financial Media

Pay No Attention to the Financial Media

The old school big firms in the financial industry make their stock market money one way. By processing transactions. They don’t care if you are successful as long as you do something and pay them a fee or commission.

Be Patient

Be Patient

I’m so glad that today’s culture has finally given a name to something that has killed many investors in the past. FOMO. When you hear about the fear of missing out, doesn’t it make you realize that this is something you should not be concerned with?

Have an Investment Philosophy

Have an Investment Philosophy

Here’s how most people invest: Act on impulse, React to things they see in the news, Do what their friends are doing, Do their own research and convince themselves they can see what the future holds, Bet their life savings on tips and hunches. Don’t be like most investors!

Have a Long-Term Portfolio Strategy in Place for Your Cash from Selling Company Stock

Have a Long-Term Portfolio Strategy in Place for Your Cash from Selling Company Stock

Once you have a plan in place to sell your Company Stock over time, be sure that money has some place to go. We don’t ever want our money to be without a job and the cash you get from your Company Stock is no exception.