Investment Planning

It’s fairly common, while perusing financial publications and websites, to see headlines like “10 Dividend Growth Stocks You Can Count On,” or “20 Dividend Growth Stocks Blasting Off.”  There’s an annual “Dividend Aristocrats&rdq

One of the most common educational props in the financial planning world is something known as the Callan Periodic Table of Investment Returns.

Very few of us, looking back at the big picture for 2020, would likely say, “it was a good year.” And yet, especially for certain investment sectors, 2020 was, in fact, a record year. One of the sectors that had tremendous growth in 2020 was the sustainable investing sector.

Most investors are familiar with the phrase, “Past performance is no guarantee of future results.” A new study by researchers Corey Hoffstein, Nathan Faber, and Steven Braun provides interesting data supporting the often-used terminology.

As in every year, the last weeks of 2019 saw a host of predictions and prognostications for the coming year. Many market pundits—including analysts for several major financial firms—were predicting a low likelihood of recession for 2020, worldwide economic expansion, a lackluster future for tech stocks, and other assorted notions.

One of the first so-called “anomalies” hypothesized by financial researchers was the size premium, which posits that small-capitalization equities tend to outperform large-capitalization equities over time.

In 1965, an interesting study appeared in the Journal of Applied Psychology. Two researchers, Caroline Preston and Stanley Harris, surveyed 50 drivers and asked them to rate themselves for safety-consciousness and general driving ability, focusing particularly on their last time behind the wheel.

If you’ve been an evidence-based investor for a while, you know the drill: 

You’ve no doubt heard the expression, “Hindsight is 20/20.” But, according to extensive research by psychologist and researcher Philip Tetlock, that may not be the case, especially with highly educated, intelligent, and well-informed experts (yes, you read that correctly).

The title of this article comes from the opening line of the famous poem, “If” by Rudyard Kipling. In the poem, he lists several attributes that define a responsible, levelheaded adult.