Portfolio Management
Final Predictions for 2009
At Truepoint, we recognize the folly of making short-term predictions related to the financial markets; we do, however, offer other predictions. One of these is the inevitable boast you will hear at a holiday gathering from a seemingly shrewd investor.
Monday, December 21st, 2009
More Discipline, Higher Returns
Despite the complexity inherent in much of the finance world, achieving a successful investment experience often boils down to avoiding counterproductive behavior. Among the most damaging of these behaviors are market-timing and performance-chasing. Recent studies detail both the widespread nature of these tendencies and the incredible wealth destruction that can result.
Thursday, October 22nd, 2009
Retirement, Risk, and Return
In the face of a stressful market environment that has led many investors to question their commitment to stocks, it is critical to rationally consider the risk trade-off between dampening portfolio volatility and maintaining long-term purchasing power. In a recent video, David Booth examines the inflation-adjusted real returns of various portfolio combinations of stocks and Treasury Bills to illustrate how investors may balance both types of risk.
