Blog

Category: Education

*NOTE: In the next several weeks, I’ll be hitting the road doing presentations and meetings with financial advisors all over the country.  If you happen to work in Miami, Atlanta, South Carolina, Portland, San Francisco, Colorado, Kansas City, Cleveland, or Dallas, email us at solutions@pensionpartners.com and let us know. “My purpose is to make my […]

For the fifth consecutive year, responsible financial advisors all across the country are apologizing to their clients. Why? Because the diversified portfolios they have built are lagging the S&P 500 … for the fifth consecutive year. Any way you slice it (from conservative to aggressive), diversification has failed to keep pace with the S&P 500, […]

*Join us for “The Most Interesting Charts of 2016” Webcast Tuesday, December 20th at 4:15pm EST/1:15pm PST.  Register HERE ——————————- From the Blog: There can be no standardized path to excellence in a field that is so heavily dictated by chance. Whether you believe the markets are perfectly efficient and follow a purely random walk […]

The Passive Investor Test

Passive investing is all the rage. Active has become a four-letter word. Are you a passive investor? Let’s find out… 1) Do you own a higher percentage of stocks in your portfolio than bonds? 2) Does your house make up the largest component of your net worth? 3) Do you ever rebalance or sell/change the […]

“The real voyage of discovery consists not in seeking new landscapes, but in having new eyes.” – Marcel Proust There is a behavioral tendency for human beings to oversimply.  “How is the market doing?”  “Well the Dow is up 100 points! The S&P 500 is up a percent!”  “It’s a bull market!” Oversimplified.  The “market” […]