Tag Archives: Investments

Investor behavior is more important than investment performance

The research firm, Dalbar, studies the actual returns that average investors have earned compared to average market returns. The results rarely change. Investors, even if they attempt to diversify by spreading money across different global asset classes, poorly time their … Continue reading

Posted in Investments | Tagged , , , , , , , | Leave a comment

The Paradox of Choice

In an ideal world, your life goals and financial resources would lead you down a path where you have to choose route A or route B from time to time, but, for the most part, the options and expected outcomes … Continue reading

Posted in Financial planning, Investments | Tagged , , , , , , , , , , , , , , | Leave a comment

What Type of Investor Are You?

To determine a suitable investment strategy, financial advisors have historically used a fairly standard risk tolerance questionnaire to evaluate a client’s preferences. These questionnaires often fail to adequately capture someone’s tolerance for market fluctuation. They can also be circumstantial, leading … Continue reading

Posted in Financial planning, Investments | Tagged , , , , | Leave a comment

News Tribune column – GET program

Gary’s latest monthly column in the Tacoma News Tribune: Tuition program gets more attractive with longer terms Washington state’s Guaranteed Education Tuition (GET) program can be a good college funding vehicle in many cases but there are less-known aspects of the … Continue reading

Posted in Financial planning | Tagged , , , , , , , , | Leave a comment