Although the stock market continues to ride the crest of recent highs, many investors are still reeling from the dramatic events from earlier in the year. If they were fortunate (and disciplined) enough to ride out the storm, they might still be a little shell-shocked, but their portfolios are no worse for the wear. Yet, …
Focusing on Paper Losses Ignores Real Investing Risks Read More »
Let me ask you a question. Would you consider any of the following activities deadly? Driving your car to buy groceries. Walking down a flight of stairs. Checking your email on your phone while going out for lunch at work. Taking a hike in a county park. Walking outside during a thunderstorm. Most of you …
In this third part of a series on the impact of coronavirus on investors, we explore the challenges (and opportunities) for retirees facing a potential market downturn. In Part 1, we concluded that accumulators have good reason to be optimistic that any market downturn will lead to a more sustained market advance, virtually erasing any evidence of …
In a previous blog post, What Impact Will the Covid-19 Crisis Have on Investors, we began to answer the question by separating investors by their life stage – accumulators, pre-retirees, and retirees. Depending on which stage investors are in, the crisis will impact them differently. As we concluded in that post, accumulators who are at least …
The Impact of Coronavirus Part 2: On People Preparing to Retire Read More »
Value investing is dead – long live value investing. That seems to be the conclusion drawn by the author of an article a colleague recently sent me. The article, titled “Robot Tried to Fix Value Investing and Ended Up Buying Amazon,” all but dismantles many of the long-held beliefs that have guided value investing for …
In the Search for Value, It’s Not Your Father’s Value Stock Anymore Read More »
It’s probably safe to say that we’ve entered uncharted territory. As the COVID-19 outbreak lingers with no immediate solution, and a cloud of uncertainty continues to blanket the economy, we are witness to a generational event like no other. Even though we are not yet on the other side of this crisis, it has become …
What Impact Will the COVID-19 Crisis Have on Investors? Read More »