Author Archive
Friday, October 10th, 2008 by Cass Chappell, CFP®
On CNBC this morning, terms like "oversold" and "irrational pessimism" were uttered frequently. Countless charts and graphs showing stock prices and current yields were abundant (some of them were amazing!). Comparisons ...
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Tags: CNBC, Investing, irrational pessimism, market drops, market swings, Regression to the Mean, Reversion to the Mean, standard deviation, Statistics, stock market
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Friday, October 10th, 2008 by Cass Chappell, CFP®
We get emails from every imaginable investment company - usually monthly or quarterly. During times like these, they come more frequently. Continuing our temporary onslaught of constant communication with you, ...
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Tags: Bear Market Duration, Bull Market Duration, Investment Services, Long Term Investing, Market Panic, MFS, Panic
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Wednesday, October 8th, 2008 by Cass Chappell, CFP®
Another slide from the JP Morgan "Guide to the Markets 3Q 2008" series.
Each color on the chart (click here for a bigger version) represents a different major asset class, year by ...
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Tags: Asset Class Returns, Balanced Portfolio, Investments, stock market
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Tuesday, October 7th, 2008 by Cass Chappell, CFP®
JP Morgan puts out a "Guide to the Markets" each quarter. Interesting nugget....
Past performance is no guarantee of future results (people are giving that statement more weight now than ever!).
The ...
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Tags: Consumer sentiment, Lagging Indicators, Market sentiment, Unemployment Spikes
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Monday, October 6th, 2008 by Cass Chappell, CFP®
Yes No
With the recent volatility in the markets, investment companies have re-doubled their efforts in providing advisors like us with materials meant to "calm the nerves" of our ...
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Tags: Crisis, Investments, Market Timing, stock market, Volatility
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Monday, September 29th, 2008 by Cass Chappell, CFP®
As much as I would like to come up with witty things to say or profound ideas about investing that are fresh and inspirational, sometimes you just have to "borrow" it ...
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Tags: Investments, Market Volatility, stock market, stock market investing, Warren Buffett, Wisdom
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Monday, August 25th, 2008 by Cass Chappell, CFP®
Clients frequently ask my opinion on the purchase of various luxury items; beach houses, boats, mountain houses, sports cars, muscle cars, even planes. I try to be consistent with my answer, ...
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Tags: beach house, Financial Planning, Lake house, luxury items, Mountain house, Rental Property, second home, spending
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Tuesday, August 12th, 2008 by Cass Chappell, CFP®
I saw this attachment the other day and felt compelled to share... If you had invested $10,000 in the US Stock Market (S&P 500 Index, which is unmanaged and cannot be ...
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Tags: Investing, Investor Fear, Procrastination, stock market
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