Working The Plan

by Bo Billeaud on Jan 15, 2019

The All-Weather Investor
Last year was difficult for virtually all investors worldwide. Indeed, as our 4th Qtr. report illustrated, 2018 was the first year since 1969 that all of the major asset classes declined in value. The WSJ recently reported that the average domestic stock fund declined by roughly 8% last year while the average global fund declined by 14%...


by Erin McMenemon on Nov 13, 2018

The Behavioral Investor
Has anyone ever heard the term “FOMO” or the phrase “I have a serious case of FOMO”? It stands for the “Fear Of Missing Out” and this emotion has become more and more widespread with increased use of social media...