Blog tagged as Investing

What Is Correlation (and Why Would You Care)?

01/30/2021 02:09 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is Correlation (and Why Would You Care)?
Here at Escient Financial, we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter …

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 …
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