Blog tagged as Investing Strategy

Three Upside-Down Investment Insights

01/29/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Three Upside-Down Investment Insights
Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. …

Evidence-Based Investing + Indexing: Making a Good Thing Even Better

01/26/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Evidence-Based Investing + Indexing: Making a Good Thing Even Better
As the public grows increasingly familiar with “passive” or “index” investing, it’s becoming easier for individual investors to gain cost-effective exposure to …

What Is Asset Allocation?

01/23/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is Asset Allocation?
Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what …

The Human Factor in Evidence-Based Investing

01/21/2021 01:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Human Factor in Evidence-Based Investing
We turn now to the final and arguably most significant factor in your evidence-based investment strategy: the human factor. In short, your own impulsive reactions ...

What Has Evidence-Based Investing Done for Me Lately?

01/20/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Has Evidence-Based Investing Done for Me Lately?
As Eugene Fama has explained, “You should use market data to understand markets better, not to say this or that hypothesis is literally true or false. No model is ever strictly true. The real criterion should be ...
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