Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange. If it’s illiquid, you cannot sell it, at least not for anything near what it’s …
Financial Planning
Financial Planning Technology: You Can’t Automate Good Advice
While it can be tempting to automate everything in our lives from vacuum cleaners to climate control, there are a few things that should probably be left to living, breathing human beings. For example, you might not want a robotic lawyer arguing on your behalf and you probably wouldn't want to …
The Human Factor in Investing
What may be the most significant factor in your investment strategy? The human factor. In short, your own impulsive reactions to market events can easily trump any other market challenges you face. Exploring the Human Factor Despite everything we know about efficient capital markets and all the …
