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Advisor as tour guide
My favorite line from the movie “Dave“, occurred when the White House tour guide (played by Bonnie Hunt) was encouraging her tour group to get moving: “And we’re walking, and we’re walking, and we’re...
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Referees and money managers…Get the best in there
Disclaimer: Apologies, Packers fans. To avoid the continual abrasion of your undoubtedly fresh wounds from last Monday night, you may want to skip the following post. At the culmination of what has...
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Does the World Series outcome affect stock market returns? I wouldn’t bet on it
It’s always interesting to hear how people use statistics in everyday conversation. I was having lunch with a couple of friends yesterday at a local burger joint and, being baseball fans, we started...
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One of everything can be hard to balance
Who doesn’t like a buffet? There are so many food choices and even for a picky eater like me I know there will be something I like. I start filling my plate with a little bit of everything, but by the...
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Sticking with a global lineup
Like most parents, my wife and I try to teach our kids life lessons. Sometimes these are the banal (clean your room) and other times they are “character building” sessions. We spend the time and effort...
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401(k) Core line-ups: A diamond in the rough
My wife and I recently celebrated our sixteenth wedding anniversary. As I considered gifts, I thought about a gift that started our adventure—a diamond ring. When I bought her engagement ring, I knew...
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Forget the numbers: Back to basics
Investing is a numbers game. It always has been and, at least to some degree, probably always will be. Everything is measured. How much return did I achieve? By how much did my portfolio beat the...
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Investor behavior and the “unhappy child”
I am fortunate to work alongside some truly intelligent people at Russell. Every day, I have the opportunity to read thought leadership on any number of topics, but sometimes it’s the simplest...
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“Alarming” lessons in investor behavior
I’ve recently wondered about the popularity of behavioral finance. Does this popularity stem from its cathartic nature? Recognizing foibles in ourselves and those around us can be a healthy coping...
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Gambling, betting and investing
While I don’t typically like to compare the investment industry to Las Vegas, there is something common and integral to both: you have to make bets. Now, before you decide whether you object to this...
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