Author - Roger Streit, CFP®

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Keeping Your Investing Resolve
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Key Investment Insights: Bringing the Evidence Home
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Key Investment Insights: Investors’ Behavioral Biases
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Key Investment Insights: The Human Factor in Evidence-Based Investing
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Key Investment Insights: Factors That Influence Your Evidence-Based Portfolio

Keeping Your Investing Resolve

Two months past New Year’s Eve and it’s quite likely your own “resolutions” are merely well-intentioned memories. It’s not easy to resist temptation and some might ask why, indeed, they should. Investors may have been tempted, for example, to eschew equities entirely after global stock prices crashed in 2008. However, for those who kept their resolve and their wits about them, they benefited from the past few years, which saw stock prices soaring, eventually rising even past their pre-crash highs.

About this time last year, investors questioned why they should hold onto bonds. Indeed, financial writers insisted that the timing …

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Key Investment Insights: Bringing the Evidence Home

Welcome to our final installment in Key Investment Insights. We hope you’ve enjoyed reading our series. Here are the key takeaway messages from each installment:

  1. Market Prices – Understanding group intelligence and its effect on efficient market pricing is a first step toward better consistency in buying low and selling high in free capital markets.
  2. News and Market Prices – Rather than trying to react to ever-changing conditions and cut-throat competition, invest your life savings according to factors over which you can expect to have some control.
  3. The Myth of the Financial Guru  – Avoid paying costly, speculative “experts” to
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Key Investment Insights: Investors’ Behavioral Biases

Welcome to the next installment in our series of Key Investment Insights. In our last piece, “The Human Factor in Evidence-Based Investing,” we explored how our deep-seated “fight or flight” instincts can generate an array of behavioral biases that trick us into making what could be significant money-management mistakes. In this installment, we’ll familiarize you with a half-dozen of these more potent biases, and how you can avoid sabotaging your own best-laid investment plans by recognizing the signs of a behavioral booby trap.

Behavioral Bias No. 1: Herd Mentality

Herd mentality is what happens to you when …

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Key Investment Insights: The Human Factor in Evidence-Based Investing

Welcome to the next installment in our series of Key Investment Insights. In our last piece, “What Has Evidence-Based Investing Done for Me Lately?” we wrapped up our conversation about ways to employ stock and bond market factors within a disciplined investment strategy.  Our goal was to find new evidence-based insights from more recent research. We turn now to the final and, arguably, most significant factor in your evidence-based investment strategy: the human factor.  In short, your own often impulsive reactions to market-changing events can easily trump any other market challenges you might face. Exploring the Human Read More

Key Investment Insights: Factors That Influence Your Evidence-Based Portfolio

Welcome to the next installment in our Key Investment Insights series. In our last piece, we explored what we mean by “evidence-based investing.” Grounding your investment strategy in a rational methodology strengthens your ability to stay on course toward your financial goals. In order to reach those goals we must first:
  1. Assess the expected returns, given the capacities and limitations of the existing factors;
  2. Understand why such factors exist, so that we can more effectively apply them; and
  3. Explore additional factors that could complement our structured approach.
Assessing the Evidence, Thus Far Numerous studies which date back to… Read More

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