August 2014

Cooperstown and the Dividend Psyche

At some point, every athlete gives up the chase and steps into the shadows. Greg Maddux gave up the mound after four Cy Young Awards, and Jim Thome left baseball in 2013, after 612 home runs. I appreciate these athletes’ decades-long devotion to excellence, and their dedication to their craft. Their fading prowess kind of invokes that nearly trite investment disclosure: Past performance is no guarantee of future results. For years, I’ve written about balancing intellect and emotion when making investment

What (or who) is the Biggest Risk to Your Retirement?

There is no risk free investing. Even stuffing cash in the mattress is subject to the risk of a house fire or a bad memory. The single biggest risk to investing? YOU! From 1992 through 2011, the average U.S. equity mutual fund provided total, average annual returns of 8.2%. Over that same period, the average investor’s average annual return — 3.5%.

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