Financially Speaking Blog

Leave It To Beaver

July 3, 2012

Sir John Templeton was a pioneer in global investing.  He started his first mutual fund in 1954 – many decades before foreign stocks and before investors were comfortable with the idea.  It would take forty years for Modern Portfolio...

Before It's Time

June 8, 2012

When I ask investors to define risk, you think it means losing all your money with no chance to recover the funds.  I think risk is the change in the value of your investments at certain intervals of time.  Risk is seen differently based...

Our Propensity to Predict

May 3, 2012

Why is it that we are so – gullible, fascinated, obsessed – with forecasts?  Jason Zweig writes in his book, Your Money and Your Brain:  How the New Science of Neuroeconomics Can Help Make You Rich, asserts that there is a human...

We Never Let Go

March 30, 2012

A recent article in the Wall St. Journal shared the story of a stock mutual fund manager who maintains a buy-and-hold investment philosophy. Like him, every investment professional must adopt a philosophy for making investment decisions. The question...

The Mistake of a Lifetime

March 8, 2012

Human behavior is interesting.  Sometimes we get so anchored in our thinking that we miss the long-term big picture.  One of the best examples of this is our thinking about our financial decisions and age 65.  Conventional thinking is...

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