by Todd Moerman | Apr 25, 2019 | Manage Risk, Working
Sometimes stocks overreact to the downside and sometimes they overreact to the upside. Losses can scare us and big gains can make us feel smart. The key is to have a long-term plan. Focus on your goals, your lifestyle in retirement and how much risk do you need to... by Todd Moerman | Jan 11, 2019 | Manage Risk
So are bear markets. Nobody likes them but they are part of long-term investing. We encourage clients that a primary goal should be to get our “fair share” of asset class returns over decades. Decades of compounding to stay ahead of inflation. It sounds... 
by Todd Moerman | Dec 19, 2018 | Manage Risk
It all depends on your time horizon, your goals, your process and your discipline. See our new video below. We have been cautious on the markets for a while. 2017 was much better than expected and 2018 much more difficult. See past blogs. ... 
by Todd Moerman | Nov 9, 2018 | Manage Risk
Given the recent market volatility, I wanted to remind everyone to Focus on your Plan, not the daily, weekly, monthly, quarterly or even yearly movements in your portfolio. Much of this movement is just noise and it does not change the long-term plan. If... by Todd Moerman | Oct 12, 2018 | Manage Risk
We just had the 23rd pull back for stocks of -5% or more since 2009 (this is normal)! What does this mean for your portfolio and future returns? What actions should we consider now? Please check out the video slides below (click link below). You can pause the... by Todd Moerman | May 24, 2018 | Manage Risk
I recently did a presentation for a board meeting and I thought I would share some of the key thoughts and slides. If you find this of value, please share with your friends and family. It is amazing how many people need help and are paying way too much in total...
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