Archive | Long-term Investment Strategies


A March to Remember

Most investors would like to forget March 2020. Times of uncertainty and market stress, however, have reinforced three investing fundamentals.  Remembering these fundamentals will help keep your investment goals on track. 1. Vast uncertainty causes dramatic and quick stock price movements. For the 12 months prior to March 2020, the US stock market, as measured […]

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No-Fee Mutual Fund Investing is a Reality

Fidelity Investments recently launched four no-fee mutual funds to gain a competitive advantage against rivals Vanguard and Schwab. This move along with lowering existing index fund fees and eliminating minimum investment amounts go a long way to making investing easier and more affordable for investors. This blog explains how you can take advantage of these […]

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Passive Investing Benefits

The active versus passive investing debate continues to rage in the popular business press. The Wall Street Journal recently ran a week-long series exploring the origins and value of passive investing. This debate misses two key points. Asset allocation, not how your funds are managed, overwhelmingly determines your portfolio’s performance. Human behavior affects a portfolio’s […]

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Investor Behaviors Matter – Tony Robbins Part II

Tony Robbins’ describes ideal investor behaviors in “Money Master the Game” that can maximize your investment performance. The book’s first half centers on the tasks and new habits you should follow to achieve financial freedom. New habits like setting up automatic savings and eliminating unnecessary expenses. The second half of the book relays the investment […]

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Letter to Mayor Muriel Bowser to Reform the DC College Savings Plan

Below is the text of a letter I sent to Washington, DC Mayor Muriel Bowser to reform the DC College Savings Plan to better serve the interest of DC families and college students.  On August 1st, the DC CFO responded!! Dear Mayor Bowser: Your Administration would do college students and families saving for college a […]

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