The Margin

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Emotional Investing

Curtis Auffenberg

Attempting to predict future market price movements is difficult to do and even more difficult to replicate reliably.  A well thought out and disciplined investment plan is a wise option for an investor who may not have the time or expertise to develop and execute a unique investment strategy on…

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Job Hopping Should Not Stop You From Contributing To Your Retirement Plan

Curtis Auffenberg

  Too often when friends and younger family members ask me what I do for a living, and i tell them I work with retirement plans, I hear the reply “Oh I have been meaning to start one of those” Millennials (born in the early 80s through mid 90s) in particular…

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Equal Weighting Educational

Weighing your Options Appropriately

Spencer Seggebruch

In June, we learned from our experiment that historical return is not a good predictor of future performance and that chasing after returns, year after year, can be detrimental to your account’s value.  If you didn’t get a chance to read it, you can find it here. This month, we’ll…

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Weekly Commentary 9/30/16

Steve Davis

The MSCI ACWI IMI global investable equity index finished the quarter up 5.57%. The S&P 500 finished up 3.85%. MSCI EAFE finished up 6.43%. The Barclays US Agg Bond Index finished up 0.46% while 10-year Treasury yields rose from 1.49% to 1.60%. Large Growth, Mid-Cap Growth, Mid-Cap Value, Small Value…

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