Back to the Investment Basics: White Paper  

October 14, 2022

This nine-page white paper combines our recently published, multipart Investment Basics series into a complete piece covering five investment essentials: how important it is to save (so you have money to invest); how to invest efficiently in broad markets; why to avoid chasing or fleeing rising or falling prices, being patient, and investing according to your personal financial goals.

Categories: Back to the basics, Evidence-based investing, Financial planning, General audience, Scary market insights, White paper

Back to the Investment Basics: Part 5 — Patience and Personal Persistence  

October 12, 2022

This part 5 is the last installment in our multipart Investment Basics series, and covers two more essentials: being patient and ensuring personal financial goals drive the decision-making. Earlier parts explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices.

Categories: Article, Back to the basics, Behavioral finance, Evidence-based investing, Financial planning, General audience, Scary market insights

Back to the Investment Basics: Part 4 — The Price You Pay Matters  

September 27, 2022

This part 4 in our multipart Investment Basics series covers how stock prices are set. Earlier parts explored the history of investing; how important it is to save (so you have money to invest); and how to invest efficiently in broad markets. Next up (and to wrap), we'll cover investor resolve, and setting personal financial goals.

Categories: Article, Back to the basics, Evidence-based investing, General audience, Scary market insights

Back to the Investment Basics: Part 3 — Our Marvelous Markets  

September 16, 2022

Part 3 of a multipart series reminds investors to consider current market events in proper historical context (part 1), while depending on investment basics to move past today's challenges and future unknowns. In part 2, we covered the importance of saving. In this part 3, we cover market returns. In upcoming parts, we'll cover three more investment basics: market pricing, investor resolve, and personal financial goals.

Categories: Article, Back to the basics, Evidence-based investing, General audience, Scary market insights

Back to the Investment Basics: Part 2 — First Save, Then Invest  

September 6, 2022

Part 2 of a multipart series reminds investors to consider current market events in proper historical context (in part 1), while depending on investment basics to move past today's challenges and future unknowns. In this part 2, we covered the importance of saving. In upcoming parts, we'll cover four more investment basics: market returns, market pricing, investor resolve, and personal financial goals.

Categories: Article, Back to the basics, Behavioral finance, General audience, Scary market insights

Back to the Investment Basics: Part 1 — Remembering Summers Past   Free Sample (Click on title to download)

August 29, 2022

Part 1 of a multipart series reminds investors to consider current market events in proper historical context, while depending on investment basics to move past today's challenges and future unknowns. In upcoming parts, we'll cover five investment basics: saving, market returns, market pricing, investor resolve, and personal financial goals.

Categories: Article, Back to the basics, Behavioral finance, Breaking news, Economics, Evidence-based investing, Free samples, General audience, Politics