In this episode of Beyond Investments, Seth Leishman and Rick Fisher discuss the impact of emotions on financial decision-making. This is our first episode recording in our offices (not at KNCO) with our own equipment! Let us know what you think.
Setting Habits for the New Year
In this episode of Beyond Investments, Seth Leishman talks with Nathan Leishman about setting habits for the new year and assessing your financial goals.
Don't Let Short-Term Volatility Disrupt Your Long-Term Financial Goals
In 2017, the equity markets were relatively calm in terms of volatility. In 2018 and 2019, the equity markets have shown much more volatility, with December of last year being an extreme example. This return to volatility can make investors nervous and our clients are no different.
Read MoreVolatile Markets... Jabberwocky!
Last week, Bob and Myra, young physicians from Sacramento, called about recent U.S. markets’ performance. Various headline-seeking media pundits had again used the questionable words “jittery”, “uncertainty”, “risky”, and “crash” (heard last week in my gym class). Is it possible that there is a parallel between Lewis Carroll’s most famous nonsensical poem included in Through the Looking Glass, and current media hyperinflammatory markets’ headlines?
Read MoreCurb Your Emotions... Enhance Your Investment Potential?
Susan and Larry, dependent upon their investments for retirement income, called from their gated community in San Jose, California. They asked, “With the recent amount of volatility, shouldn’t we dramatically change our strategy, move to only bonds, or leave the stock markets entirely?”
Read MoreStock Market Volatility
On Beyond Investments, featured on KNCO, Seth Leishman and Rick Fisher discuss stock market volatility.
Read MoreMarket Volatility: A Test for Investors
It is prudent to take into consideration one's unique circumstances, including one's investment time horizon and liquidity needs.
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