An old rule of thumb when it comes to investing is that markets drop more quickly than they rise. Panic strikes suddenly, but optimism creeps in over time. That leads to situations like the most… Read More
Understanding An Advisor’s Investment Track Record
If you’re considering working with a financial advisor, at some point, you’ll probably discuss the advisor’s investment track record. Most advisors aren’t going to offer a public track record of how they’ve done because unlike… Read More
Market History and the Return on Everything – How Should You Invest?
I was listening to a podcast recently with Ray Dalio, founder of Bridgewater Associates, one of the largest and most successful hedge funds in the world. A theme Dalio returned to several times was the… Read More
The Most Important Thing: A Great Investing Book for the Holidays
If you study something intently enough, your views will evolve and investing is no exception. After college, I read a number of books on investing from authors like Peter Lynch, Joel Greenblatt and Burton Malkiel…. Read More
September 2015 Newsletter – Market Timing and an Update on the Fiduciary Standard
Market Volatility – What the Market Timers Think by Micah Porter Financial markets have continued to be volatile over the last few weeks. Whenever that happens, my inbox is overrun with breathless stories in the… Read More
January 2015 Newsletter – An IPS Update and Why Invest Internationally
Updating the IPS Micah Porter, CFA, CFP® The IPS, or Investment Policy Statement, is one of the key parts of a comprehensive financial plan. It bridges the gap between the plan framework and the investment… Read More
What is Investment Consulting?
In the most recent blog post, we covered our definition of wealth management, which entails the following three components: WM (Wealth Management) = IC (Investment Consulting) + AP (Advanced Planning) + RM (Relationship Management) In… Read More
Investing and Debt Ceiling Negotiations
In the most recent quarterly commentary, I noted that the vote on raising the debt ceiling could begin as soon as this past weekend. Unfortunately, that didn’t happen. Instead, talks between the House of Representatives… Read More
February 2010 Newsletter
Tax season and the first hints of spring tend to arrive in concert here in Atlanta, and this year is no exception. After what has seemed an unusually harsh winter, the mercury is forecast to… Read More