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The Fixed Income Folly

If recent fund flows are any indication then the sad truth is the typical retail investor continues to prefer the ‘buy high, sell low' approach. The past few years have seen investors pile into the perceived safety of bonds despite record low interest rates and, in many cases, negative real returns (nominal returns adjusted for inflation).  Even [...]

By |July 9th, 2013|Behavioral Finance, Investments|Comments Off on The Fixed Income Folly

You’re Not as Good an Investor as You Think You Are

We're conflicted about this article.  On one hand we understand quite well.  Thanks to regulatory requirements we have a treasure trove of archived e-mails.  We too were overwhelmed with fearful clients pounding the table to sell.  The best (or worst?) example is a panicked client who e-mailed us on March 6, 2009 (the S&P 500's trough) [...]

How America Fell Behind in the World We Invented

Tom Friedman has teamed with Michael Mandelbaum on a provocative new book.  They argue America is failing at what it's always done best: educating its citizens to or above the current level of technology attracting (and retaining) the best and brightest immigrants investing in top notch infrastructure maintaining an atmosphere encouraging capital formation and investment They hypothesize that the [...]

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