Posts Tagged ‘stock market investing’
Monday, June 21st, 2010 by Charles Mayfield, CFP®
Evaluating a portfolio’s holdings is tricky business. In our previous discussion, we focused our attention on performance versus benchmarks and peers. Knowing that a manager performed better than their benchmark and/or ...
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Tags: Benchmarks, Downside Capture Ratio, Risk, Risk vs. Return, Stock Market Index, stock market investing, Upside Capture Ratio, Volatility
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Monday, May 3rd, 2010 by Charles Mayfield, CFP®
This week, I received a performance piece in the mail from one of the money managers we use with our clients. Its focus was on dealing with investor behavior and the ...
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Tags: "V" shaped recovery, emotional investing, getting back in the market, Investor behavior, Investor Bias, March 9th low, market bounce, market low, market upturn, Revisionist History, snake-bitten investors, stock market investing, stock market rally, Timing the Market
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Monday, January 18th, 2010 by Charles Mayfield, CFP®
As we approach the kickoff for Super Bowl XLIV, I can't help but wonder how many Americans are frantically trying to make those last few lineup changes to assure themselves of ...
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Tags: fantasy football, Investment Advice, investment portfolio, market rebound, stock market investing, stock-picking, Super Bowl
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Tuesday, December 22nd, 2009 by Charles Mayfield, CFP®
There are certain inevitable truths to our business. Much like in life, we should frequently be reminded of how certain aspects of the world work in order to save ourselves the ...
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Tags: apples & oranges, Asset Allocation, Callan Chart, investing fundamentals, investing philosophy, investment categories, investment classes, Performance Chasing, stock market investing
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Friday, July 24th, 2009 by Charles Mayfield, CFP®
But what if the old still works? Well, I guess you want a little bit of both.
As many of you have probably guessed from one of Cass’ recent posts (http://atlantaplanningguys.com/?p=239), he ...
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Tags: 2009 British Open, alternative investments, Asset Allocation, Diversification, golf, investing fundamentals, investing philosophy, investing success, Stewart Cink, stock market investing, Tom Watson
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Monday, June 15th, 2009 by Charles Mayfield, CFP®
The recent months in the equities market have seen some pretty serious returns. Are we over this slump? Is the future going to be bright from here on? If you know ...
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Tags: 401k, emerging market fund, hot mutual fund, invest for the long term, investing philosophy, market up since March, mutual funds, Performance Chasing, ride the rally, stay the course, stock market fluctuation, stock market investing, stock market rally
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Thursday, March 5th, 2009 by Cass Chappell, CFP®
I have been searching for ANY silver lining to the current stormy clouds that almost all investors have been weathering.
2010 should be an exciting year for investors who are still saving ...
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Tags: 401k, Conversion, income tax, IRA conversion, Retirement Planning, Roth conversion, Roth IRA, stock market investing, tax deductible, tax planning
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Wednesday, January 14th, 2009 by Cass Chappell, CFP®
As financial planners, we are frequently asked about “sustainable withdrawal ratios”, or in other words, “How much money do I need to retire?”
It seems as if there are as many articles ...
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Tags: 2008, investing for the long haul, market history, market swings, nest egg, Retirement Income, retirement philosophy, Retirement Withdrawals, stock market investing, sustainable withdrawal ratio, William Bengen, Year in Review
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Tuesday, October 21st, 2008 by Cass Chappell, CFP®
Last week the Dow Jones Industrial Average had its best week since March 2003, up 4.8%. What is particularly noteworthy about the week was that it included the best day since ...
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Tags: angry coach, fundamentals, Investing, Lou Holtz, Market Volatility, stock market investing, 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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