The past few weeks I’ve been fortunate enough to sit in over a dozen client meetings with our advisors. Whether they were prospective SEM clients or longer-term clients, there has been a common theme — most do not see any risk in the market. One even commented, “
Tag: Valuations
Last week I spent quite a bit of time talking about the most common behavioral biases exhibited by investors (as well as professional advisors). I flagged it as both a Presentation & Weekend Reading so it is easy to find for future reference. There are two types of behavioral biases
When evaluating the market, far too often our emotions get in the way of making a clear assessment of what is really happening. The more the market goes up, the more our behavioral biases can cloud our judgement. One of the best ways to overcome our behavioral biases is to
Each year at this time we start seeing predictions for the coming year floating around. Following a strong finish to the year combined with overwhelming enthusiasm for a Republican led White House & Congress the expectations for 2017 are high. When emotions are strong it is best to do what
After celebrating the “no rate hike” announcement from the Fed Wednesday afternoon and Thursday morning, market participants seem to be shifting their attention to the REASON the Fed didn’t raise rates — economic growth is again decelerating.
While the fact remains my economic indicators