Video Library
Monthly Video: April
How to Invest at All-Time Highs
3 Tips to Invest at All-Time Highs with Greater Confidence
Monthly Video: March
March Madness!
March Madness – Tolerating the Madness of the stock Market.
Monthly Video: February
Are We Due For A Change?
When markets hit new highs, it can be tempting to want to lock in those gains.
Monthly Video: January
Who Would Have Thought?
Three Valuable Investment Lessons from 2023.
Monthly Video: December
Forecast Frenzy
Tis the season for 2024 market forecasts. History shows we may want to ignore them.
Monthly Video: November
Calm and Crises
We can experience calm, even among the numerous crises du jour, by following a few simple steps.
Monthly Video: October
Timely Economic Perspectives
The media has been talking about several “threats” to the economy. We break down these “threats” to provide helpful perspective.
Monthly Video: September
ABC's of Successful Investing
Just as the ABCs are foundational to a child’s education, the ABCs of successful investors are foundational to aspiring investors.
Monthly Video: August
The Magnificence of Diversification
Diversification isn’t just for risk management…it can increase returns too!
Monthly Video: July
First Half Market Review
An eventful start to 2023 with a few important lessons to help us make better investment decisions.
Monthly Video: June
What if You Got a Glimpse of the Market's Future?
A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future?
Monthly Video: May
A Dire Prediction
Predictions may tempt us to abandon our strategy. Best to think before we do anything we might regret.
Monthly Video: April
DANGER: Headlines Ahead
One of the greatest perils to investors is a well-written and misleading headline.
Monthly Video: March
What Game Are You Playing?
Knowing what investing game you are playing can help you select the right equipment to reach your goals.
Monthly Video: February
Climbing the Wall of Worry
Markets have a history of climbing the wall of worry. Will the worries of 2023 be the same?
Monthly Video: January
3 Investment Lessons from 2022
Three timely lessons that can help us become better investors going forward.
Monthly Video: December
Boring is Beautiful
Some investments can be very exciting. But odds are higher that a boring investment strategy will help you achieve your goals.
Monthly Video: November
Pragmatic Perspectives
Some timely and valuable perspectives when faced with higher interest rates and a declining stock market.
Monthly Video: October
Investing in a Bear Market
Investing in a bear market is difficult, but having the right perspectives can make it easier.
Monthly Video: September
The Virtue of Strategic Ignorance
Not all information is beneficial; some can be detrimental to our well-being.
Monthly Video: August
The Upside of Bear Markets
Bear markets don’t have to be scary. For long-term investors, they have several benefits.
Monthly Video: July
Attention Allocation
How investors allocate their attention can significantly influence their investment results.
Monthly Video: June
Surviving Volatility
Every investor faces volatility. How we respond can make the difference between success and failure.
Monthly Video: May
Crisis in Context
How we perceive crises can influence how we act and ultimately affect our investment results.
Monthly Video: April
Ignoring the Noise: Market Predictions
The boldest and most believable predictions are often biased and incorrect.
Monthly Video: March
Inflation, War & Cash
Timely and helpful perspectives with respect to inflation and conflict in Eastern Europe.
Monthly Video: February
Market Corrections
Three timely perspectives to consider when experiencing a downturn in the markets.
Monthly Video: January
An Investment Lesson From 2021
A lesson from 2021 that will help investors improve their decision-making going forward.
BONUS Monthly Video: December
Market Contagions
Viral contagions aren’t the only thing we need to steer clear of.
Monthly Video: December
Stock Market Sales
We all love a good sale. Except for sales in the stock market.
Monthly Video: November
Increasing Inflation
Inflation is the talk of the town. It may not be as negative as you would think.
Monthly Video: October
The Impending Selloff
Predictions of impending selloffs occur frequently…and they are often wrong.
Monthly Video: September
Bull Market Concerns
There are always concerns and good reasons to sell during a bull market.
Monthly Video: August
Noise
There is a lot of noise in the world, some of which is quite harmful to investors.
Monthly Video: July
Successful Investing
Three specific tips to help anyone become a more successful investor.
Monthly Video: June
Mindful Decision Making
A few simple steps can help us make more mindful, less emotional investment decisions.
Monthly Video: May
Speculating & Investing
Understanding and identifying the difference between investing and speculating can help you make better financial decisions.
Monthly Video: April
One Year Later
We can learn a lot from the last year. Here are three takeaways that can help us make better decisions in the future.
Monthly Video: March
Back to Normal
As we talk about getting back to normal in our daily lives, have you ever considered what normal is like for the stock market?
Monthly Video: February
Political Presumptions
There isn’t much correlation between political party in power and market returns, but there is a correlation we should pay attention to.
Monthly Video: January
Biggest Investment Lesson From 2020
2020 may have been a crazy year, but it taught a very useful lesson to help us make better investment decisions.
Monthly Video: December
Limits of Foresight
Knowing a future event doesn’t mean you know how everything will turn out.
Monthly Video: November
Psychological Contagion
COVID and the flu aren't the only contagions to be aware of.
Monthly Video: October
Political Priming
Sometimes we are primed to think and act in ways that are contrary to our goals – and the headlines over the next month will be no exception.
Monthly Video: September
Political Noise
You may not be able to control the amount of noise, but you can control how it affects you.
Monthly Video: August
Forecast Flaws
Before listening to the forecast of the day, you may want to consider why experts consistently err in their forecasts.
Monthly Video: July
Market Whiplash
What a start to the year! Reflecting on what happened can help us make better financial decisions going forward.
Monthly Video: June
Allure of Forecasts
Forecasts can be very alluring to our psyche, but are potentially damaging to our wealth.
Monthly Video: May
Shock, Awe and Perspective
In times of uncertainty, maintaining a healthy perspective is both mentally and financially beneficial for investors.
Monthly Video: April
Strategic Ignorance
Sometimes it is wise to ignore certain information.
Monthly Video: March
Detrimental Data
Not all data is beneficial to us. Some may be downright detrimental to investors.
Monthly Video: February
Coin Tosses & Our Brain
We can learn how to improve our decision-making process by guessing coin tosses.
Monthly Video: January
Who Would Have Thought?
Based on all the negative news in 2019, you wouldn’t have thought the market would be positive.
Monthly Video: December
Impeachment Inquiry
Impeachment may dominate the news, but history shows the economy is greater than political outcomes.
Monthly Video: November
Beware of Hype
Just because something is popular, doesn’t mean it will be profitable.
Monthly Video: October
Recession Rampage
The media is talking recession again. Here’s why it may be wise to ignore them.
Monthly Video: September
Back to School
Perhaps the single most important lesson investors need to learn.
Monthly Video: August
Decision Making – The Thinking Brain
Overcoming mental shortcuts can help us improve our decision-making results.
Monthly Video: July
Summertime Surprise
Expect surprises, but be ready with a solid Plan.
Monthly Video: June
Uber Exciting
Are you basing your investment decisions on fundamentals or popularity?
Monthly Video: May
Strategic Ignorance
Are you being strategic with the information you choose to receive?
Monthly Video: April
Assumptions
Are you deliberate in your decision making or are you making assumptions?
Monthly Video: March
Fake Headlines
Fake Headlines may grab our attention, but are often best to ignore.
Monthly Video: February
Market Whiplash
Are you ignoring the noise and focusing on your Plan?
Monthly Video: January
Investing: Simple, Not Easy
Are you practicing Patience and Discipline?
Monthly Video: December
Illusion of Average
Do you know the difference between long-term averages and likely outcomes year to year?
Monthly Video: November
Midterm Mania
Are you letting the Mid-Term Elections influence your investment decisions?
Monthly Video: October
Financial News for Long-Term Investors
If the financial media existed for the benefit of long-term investors, what would they say?
Monthly Video: September
Back to School
Do you rely on Mental Shortcuts or Facts?
Monthly Video: August
Trade Wars
What will be the impact of tariffs and potential trade wars on your portfolio?
Monthly Video: July
Skill, Luck & Outcomes
Do you rely on your long-term plan or short-term predictions?
Monthly Video: June
Brain Teasers
Do you ask questions or take information at face value?
Monthly Video: May
May Fables
Do you believe in Fables or seek out Investment Truths?
Monthly Video: April
Learning From Bear Sterns
Do your investments adhere to your Plan??
Monthly Video: March
February Fluctuations
Are your decisions based on your Plan?
Monthly Video: February
The ‘Melt-Up’ of 2018
Stick to your Plan by reflecting on Investment Truths.
Monthly Video: January
Consensus
Are you relying on your Plan or consensus estimates?
Monthly Video: December
Mind Games
Can you predict what triggers your emotions?
Monthly Video: November
Psychological Contagion
Are you taking precautions to avoid psychological contagions?
Monthly Video: October
Natural Disasters & Investment Decisions
Does your Plan focus on what is controllable?
Monthly Video: September
The Eclipse Illusion
Are you putting enough weight in your Plan?
Monthly Video: August
Investment Hero
Do you have the courage to stick with your Plan?
Monthly Video: July
What's Next?
Past patterns often influence our thoughts of future outcomes. Do you use the past as a predictor?
Monthly Video: June
Certainty
Life is filled with uncertainty. When guessing outcomes, do you use wide or narrow ranges?
Monthly Video: May
Performing Research
Research can inform or mislead. Are you factoring in both performance AND risk?
Monthly Video: April
Complacency
When we are complacent, we stop asking questions. Being prepared and having a plan is key. Watch the video to learn more.
Monthly Video: March
Habits
Why are New Year’s resolutions so hard to keep? We tend to stick to habits and when we try to change those habits it becomes difficult. The key is to don’t give up. Learn more here.