Investing Facts You Probably Don’t Know
Intelligent and responsible investing can be simple and uncomplicated. It involves buying a globally diversified portfolio of low management fee index funds, exchange-traded funds (ETFs) or passively managed funds in an appropriate asset allocation. After the initial purchase, there is very little to do except rebalancing perhaps once or twice a year and tax-loss harvesting when needed.
Here’s the part that’s difficult…
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Waypoint Wealth Management
Exposure Offers Clarity in the Risky World of Investing
Last week, a conversation with a friend reminded me how easily we can confuse actual risk with our own exposure to that risk. My friend travels a lot for work, and I asked him where he planned to go this year. His answer surprised me. “I don’t know,” he replied. “With everything going on in the world, I’m not sure I want to travel as much.”
Based on the headlines, it’s tempting to think the world is falling apart.
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Waypoint Wealth Management
The Consistency of Inconsistency, and How to Adapt Your Financial Goals
When my children took their first steps, they were tentative. They were quick to grab the nearest object to keep their balance. However, it didn’t take long before they started acting like they were invincible. Seemingly overnight, my children went from hanging on my legs to running across the room.
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