Category: Investment Philosophy

06 Sep

Blog, Investment Ideas, Investment Philosophy

Risk-Adjusted Investing: Harnessing Modern Portfolio Theory for Reduced Portfolio Volatility

September 14, 2023
By Natalya Lainhart

Investing has the potential for extreme volatility and losses. However, modern portfolio theory (“MPT”) provides a framework for constr...

25 Apr

Blog, Estate Planning, Financial Planning, Investment Ideas, Investment Philosophy, Tax Management, Tax Planning

The Importance of a Personal Financial Roadmap

May 10, 2023
By Natalya Lainhart

Good planning is required for your financial journey. It’s unlikely to be smooth without unexpected events requiring a change in plans....

14 Mar

Blog, Investment Ideas, Investment Philosophy, Retirement Planning

The Benefit of Offering Retirement Plans

April 18, 2023
By Natalya Lainhart

Knowledgeable employers understand that financial wellness is a critical component of employee well-being. Fortunately, you can impr...

28 Feb

Blog, Investment Ideas, Investment Philosophy

Active vs Passive Investment Management: Know The Difference

February 28, 2023
By Zack Armstrong

As an investor, you have to decide whether to invest on your own (often referred to as a DIY investor) or with help from a financial ad...

20 Feb

Blog, Investment Ideas, Investment Philosophy

How to Start Your Investing Journey in Your 20s

February 20, 2023
By Zack Armstrong

Preliminary steps Before you start saving for retirement, you should fund an emergency account with 6–12 months of living expenses. ...

24 Nov

Financial Planning, Investment Ideas, Investment Philosophy, Uncategorized

Which is Better Liquid Vs. Non-Liquid Assets

January 26, 2023
By Zack Armstrong

You may not have chosen your investments based on what investments are “liquid” or “non-liquid,” but understanding the difference is im...

06 Oct

Evidence Based Investing, Financial Planning, Investment Ideas, Investment Philosophy

Why Does Evidence Based Investing Matter?

January 26, 2023
By Zack Armstrong

As the name would suggest, evidence-based investing uses evidence to fashion an investment strategy. The evidence shows that no-load, ...

09 Jun

Evidence Based Investing, Investment Philosophy, Market Timing

Behavior Gap & Financial Health

February 20, 2023
By Zack Armstrong

How might it affect you? Provided by Zachary Armstrong, CFA, CPA “It turns out my job was not to find great i...

26 Jan

Evidence Based Investing, Investment Philosophy, Market Timing

Stock Gains Can Add Up After Big Declines History Mentions

February 20, 2023
By Zack Armstrong

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, be...

11 Jan

Diversification, Evidence Based Investing, Investment Ideas, Investment Philosophy, Market Review

A Recovery Amid Challenges Of 2021 Market

February 20, 2023
By Zack Armstrong

. KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing hi...