Investing Archives

April 16, 2026

Why Investors Underperform Their Own Portfolios

Investors often assume underperformance comes from owning the wrong funds, the wrong stocks, or the wrong managers. Sometimes that is

April 14, 2026

For investors with taxable accounts, capital gains strategy is not just about the tax bill after a sale. It is

April 10, 2026

Concentrated stock risk often builds quietly. A position may start as a success story, an equity compensation award, or a

April 8, 2026

Long term investing sounds straightforward, but it is often tested most when short term conditions become uncomfortable. Investors usually do

April 4, 2026

Portfolio construction is the process of deciding how a portfolio should actually be built. It is less about finding a

April 4, 2026

Investors often face this decision at very specific moments. A bonus hits, a business is sold, or cash has been

April 4, 2026

Many investors spend a great deal of time focusing on portfolio returns and far less time on what they actually

April 4, 2026

Timing the market has obvious appeal. Buying just before an upswing and stepping aside before a decline would be ideal

April 4, 2026

Starting to invest can feel more complicated than it needs to be. There are account choices, investment options, and constant