By: Laura Walton AFC® This quilt screams the message “you can’t predict returns!” This week we take the allocation conversation one step further into diversification. The best return for a 100% stock portfolio between 1926 and 2016 was +54.2% while the worst return was -43.1%. Over the same period, a 100% bond portfolio returned…
By: Laura Walton AFC® “The year was 1942, I was 11, and I went all in, investing $115 I had begun accumulating at age 6,” noted Warren Buffett in his annual letter to shareholders. That $115 investment helped Mr. Buffett illustrate the abiding strength of American businesses and the stock market that reflects their…
By: Laura Walton AFC® Morgan Housel, an award winning financial columnist, is gifted at expressing complex ideas clearly and with humor. Today a partner at The Collaborative Fund, he posted this recent blog, “Short Money Rules”, and I would add “to live by”. Above-average results require not being afraid of looking wrong. Most people…