To be a successful investor over the long term it's critical to overcome biases that can lead to poor investment decisions. Here are three of the big ones https://youtu.be/WO7WlFdsy_8 How to avoid emotional investing mistakes Unfortunately these are not the only three mistakes that investors
Coronavirus Market Update
https://www.youtube.com/watch?v=1QIi1YjYGJ0&t=54s The coronavirus has now reached the global stage and we've witnessed the dramatic impact that it's had on the market. In the video below we'll discuss what happened, what we can expect, and my approach to this volatile time. The
Be a Fearless Investor
This past weekend I brought my daughter to the Adirondack Extreme Tree Top Course. While you are always harnessed in, doing an obstacle course between trees 30 feet above the ground is not the easiest of challenges. There were a couple of times where she wanted to turn around or have a Guide come
Tax Benefits of ETF’s vs Mutual Funds
ETFs and mutual funds are two forms of investments that are widely used. When comparing the two there is one standout benefit that ETFs have over mutual funds - their tax efficiency. What separates these two investments’ tax implications is that they are structured and traded differently. ETFs are
Understanding The Risk In Your Portfolio – Episode 9
#9 - Understanding Risk in Your Portfolio Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how
Quarterly Market Commentary – 2018 Q4
Welcome to our quarterly market commentary video where we look at what happened with the markets in the fourth quarter of 2018 and what we can expect in the first quarter of 2019. https://youtu.be/yNEHVm9bPsM If you would like a pdf version of the commentary you can download it
Uses of a Roth IRA
Uses of a Roth IRA Roth IRAs are similar to Traditional IRAs, but the main difference between the two is how they are taxed. Traditional IRA contributions are made with pre-tax dollars whereas Roth IRA contributions are made with after-tax dollars. Another major difference between the two
Monte Carlo
You’ve finally made it to retirement. You are happily sitting on a million dollars at age 65. You are healthy and looking forward to spending your golden years relaxing and doing some of the things you’ve always wanted to do but just didn’t have the time. You do have some concerns