The Range of Annual Returns

by | | Insights, Investing, Uncategorized

At a time when investors have experienced the worst quarter of market returns in perhaps their lifetime it is instructive to review the expectations of long range returns based on various levels of portfolio risk. Vanguard provides the following chart to illustrate...

Talking Risk: Emotion vs. Data

by | | Uncategorized

We tend to base our assessment of risk on emotions (how we feel about it), and then rationalize (or try to) that we have done so using objective data. Our Reactions We overreact to risks we can’t control (like the fear of natural disasters) and under...