Each summer I like to take some time away from the day-to-day operations/noise to focus on bigger picture projects, research, and professional development. It's a time to work through my reading list, catch-up on the latest updates from the CFA Institute, and most importantly refresh my brain. Given that
When we started offering our Biblically Responsible Investment (BRI) options, the biggest questions centered around performance. Will I have to sacrifice performance if I switch to a BRI portfolio? Seeking better performance was never our reason behind getting into BRI; however, we do know it is a big obstacle for
The media has declared stocks are in a bear market. What does that mean? Should we be worried? What should you do if this is a bear market? How is SEM positioned for a bear market? Watch the short video below for answers to all of these questions and more.
-Every bear market is different.
-Every bear market is the same.
These statements are not mutually exclusive. I'll explain after this week's talking points.
Last week, I discussed what we should expect from a bear market. At SEM we don't make the big bold "we're in a bear market" call
Availability Bias: a heuristic (mental shortcut) where the easiest to recall experiences are used to make decisions. This is often the most recent experiences or traumatic events (core memories).
I was searching through the Trader's Blog archives for times we discussed Availability Bias, which is frequently referred to as "recency
