by David Wismer | Oct 16, 2019 | UpClose
9 reasons most investors lack the discipline to succeed. Steven M. Sears, senior editor and columnist with Barron’s, took a hard look at investor behavior—both typical shortcomings and the unique qualities leading to positive results—in his 2012 book,...
by Linda Ferentchak | Oct 9, 2019 | UpClose
Active management attempts to exploit the opportunities created by the business cycle, adjusting market exposure and rotating between asset classes, sectors, and geographic regions during different stages. If markets were truly random and stock prices...
by Adam Koos | Oct 2, 2019 | UpClose
We counsel our clients not to worry about what other people are doing in the short term, even if one of them might be considered “the best investor in the world.” We would rather focus on our clients’ specific investment objectives—and the health of...
by Guggenheim Investments | Sep 18, 2019 | UpClose
Market pullbacks can be unnerving. That is why investors should make a plan with their financial advisors that addresses pullbacks and is informed by historical perspective, not emotion. Pullbacks and bouncebacks We can gain important perspective on...
by Richard Lehman | Sep 11, 2019 | UpClose
It would be easy to dismiss factor investing as a convenient reason for ETF issuers to introduce an endless assortment of new products or the latest marketing gimmick in the world of passive investing. A deeper look says it is much more—and as much a...
