At VFG we utilize evidence-based investing. So, what exactly is evidence-based investing? The clearest way to explain it is with a simple comparison—one that highlights the difference between opinion and research, between noise and knowledge. The Bad Doctor Imagine you haven’t been feeling well for a couple of weeks. A lingering cough, body aches, maybe …
ESG Investing: Can You Do Good and Do Well? More and more investors come to us with a simple, honest question: “I want my money to reflect my values…but I don’t want to sacrifice performance.Is that even possible?” This is at the heart of ESG investing—Environmental, Social, and Governance investing—and it’s an area often clouded …
Invest in Sustainability for the money, and do well by doing good. …a 45 second read People sometimes ask me, “should I invest in environmentally responsible funds or should I ignore those concerns and simply focus on performance?” Well, there’s good news: new research suggests you don’t have to choose! My sustainable funds are doing great, …
Invest in Sustainability for the money, and do well by doing good. Read More »
Out of the echo chamber… …and on to better things. We decided we could do better, so we left the echo chamber. Financial planners across the country pay online services to create generic newsletters to reach out to their clients on a regular basis. The articles are often prepared by financial writers and reviewed by …
Can Small Cap Stocks Weather the Storm? Data suggest that challenging economic times shouldn’t deter you from investing in small cap stocks.With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small companies more vulnerable now than they have been during …
Please watch this if you are feeling anxious, nervous, or especially if you are feeling panic. It is important to keep things in perspective, and remember that times like these are why we made a plan in the first place. If you’re not a client, and don’t have a plan with me, then reach out.
Wade Pfau: Pandemic Tears Up 4% Rule Read my professor’s article here The professor tells ThinkAdvisor why retirees shouldn’t rely too much on investment portfolios and how they can fill the income gap. By By Jane Wollman Rusoff | April 14, 2020 at 09:12 AM, published by ThinkAdvisor In the good old days (before coronavirus), many people could …
My prof Dr. Pfau issues Coronavirus warning to retirees [read] Read More »
Nerd alert ahead. Practical tips to follow. I think it’s safe to say that 2020 is not turning out like any of us expected or hoped. When difficult times are upon us, it’s the most human thing of all to wish it had all happened differently (or to someone else). There’s a quote that sums …
COULD THE WORST BE OVER? Some market strategists are calling the end of the bear market already … do you think they’re right?(Keep reading to see what could be behind the surge, as well as a breakdown of how the $2 trillion CARES Act affects your wallet.)With markets whipping between rallies and retreats, it’s natural to ask:Is it time to buy?Is it time to sell?Are …
COVID-19: What to Know About Today’s Stock Market With the uncertainty surrounding the COVID-19 pandemic, we are all facing a dilemma – how to find our way through this tumultuous market. Please watch this video where my coleague Dave Alison, Founding Partner & Executive Vice President of Valor Capital Management recently inverviewed Apollo Lupescu, Vice …
COVID-19: What to Know About Today’s Stock Market Read More »
