fbpx
Investment-Headlines-from-an-_expert_-or-CERTIFIED-FINANCIAL-PLANNER™.jpg
September 2, 2019

When scouring investment headlines, the reality is no expert or fee-only CERTIFIED FINANCIAL PLANNER™ knows what the market is going to do today or next week. If a “financial expert” claims to know what will happen today in the market, you should run for the hills.

Manage-Emotions-2.png
August 2, 2019

When google searching “best investment advice”, it’s important to understand that no financial advisor in Austin, TX or elsewhere in the US has a crystal ball for how the market will perform. Suze Orman, Dave Ramsey, Jim Cramer and other CNBC “experts” haven’t proven the ability to predict market events either.

avoid-market-timing2.jpg
July 19, 2019

As an Austin, TX financial planner, an investment management concept I always hear about is trying to time and beat the market. When it comes to investment performance, time in the market is better than timing the market.

smart-diversification.png
July 5, 2019

Holding securities across many market segments can help manage overall risk. But diversifying within your home market may not be enough. Global diversification can broaden your investment universe. As an Austin, TX financial advisor, it’s important to practice smart diversification.

consider-drivers-returns-1.jpg
June 21, 2019

Academic research has identified these equity and fixed income dimensions, which point to differences in expected returns. Investors can pursue higher expected returns by structuring their portfolio around these dimensions.