“It’s not what you don’t know that gets you in trouble. It’s what you know for certain that just ain’t so.” – Mark Twain We’re big believers in the notion that avoiding bad behavior will dictate long term investing success,and that managing behavior during volatile periods can be at once the biggest challenge and the […] » Read More
“None of my clients are taxable. Once you introduce taxes, active management probably has an insurmountable hurdle.” – Ted Aronson, Aronson & Partners As we conclude another tax season, we believe it is appropriate to reiterate one of Financial Coach’s Pillars of Investment Philosophy, Tax and Cost management. For investors with taxable accounts, that is, […] » Read More
“Don’t look for the needle in the haystack. Just by the haystack!” – Jack Bogle Learning to Love Diversification At Financial Coach, we build and use diversified portfolios for our clients, it’s a key pillar of our core investment philosophy. Proper diversification is a powerful and sensible investing practice. So why does it sometimes […] » Read More