The Four Horsemen Of Your Portfolio

 

A common axiom is that those who fail to plan, plan to fail. And while most people would never start a business without a business plan, many investors manage their money without an investment plan that identifies their ability, willingness and need to take risk, sets goals (such as the rate of return they require their portfolio to generate), and includes an asset allocation and rebalancing table to provide discipline.

Compounding the problem of a failure to plan is that even a well-thought-out investment plan is only a necessary condition for > SEE MORE

Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.  Read more

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Tom Geoghegan

Posted by:

Tom Geoghegan

Founder and Private Wealth Advisor
Beacon Hill Private Wealth

Do You Suffer From Market Fatigue?

 

It can be hard to hear the best course of action during tough market times may be to do nothing. It can be even harder to repeatedly hear the message as things seem to get worse. But it is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is not wavering despite market conditions.

Stay the course. We repeat that advice again and again. Yet, in the face of a persistent down market, a common refrain from investors has gone something like this: “Yes, that advice has worked in the past. However, this time is different. It obviously isn’t working now! The market just keeps going down and down. There must be a better alternative than to sit and do nothing.”

> SEE MORE

Tom Geoghegan

Posted by:

Tom Geoghegan

Founder and Private Wealth Advisor
Beacon Hill Private Wealth

Lessons Of 2017

Every year, the markets provide us with lessons on the prudent investment strategy. Many times, markets offer investors remedial courses, covering lessons it taught in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing—only investment history you don’t yet know.

Last year supplied 10 important lessons. As you may note, many of them are repeats. Unfortunately, too many investors fail to learn them—they keep making the same errors again and again. We’ll begin with my personal favorite, one that the market, if measured properly, teaches each and every year.

Lesson 1: Active management is a loser’s game.

Despite an overwhelming amount of academic research demonstrating that passive investing is far more likely to allow you to achieve your most > SEE MORE