Investing
3 Proven Ingredients for Improving Investment Results
Submitted by JMB Financial Managers on January 10th, 2020
It’s really difficult to achieve consistent investment results. Or is it? It turns out you can dramatically improve your investment results by using three proven ingredients in your investment process.
Understanding What Affects Your Risk Tolerance While Saving for Retirement
Submitted by JMB Financial Managers on September 17th, 2019
It is no surprise that any type of investing comes with some amount of risk. Understanding what affects your risk tolerance and how to manage it, especially when you’re saving for retirement, can help you be more successful in reaching your financial goals.
Stock Market Volatility: Acting vs. Reacting
Submitted by JMB Financial Managers on January 25th, 2019
It’s in the news, in the headlines, and more than likely, in your portfolio. Stock market gyrations can be worrisome for any investor - but it doesn't have to be. When it comes to investing I always like to remind my clients that it is better to have a plan of action, than a knee-jerk reaction. This – a plan of action - is what I call active risk management.
The Hidden Risks of Passive Investing
Submitted by JMB Financial Managers on January 9th, 2019
It is no secret that investment dollars have been shifting from actively managed investments to passively managed investments. There’s one number that explains a good portion of this phenomena: 7.23%. The compounded annual growth rate (CAGR) of the S&P 500 has been over the last 15 years ending in 2019 has been a paltry 7.23% per year.