April 2020

Client education really helps

Submitted by S. R. Schill & Associates on April 29th, 2020

One thing we have been doing actively over the past few weeks is reaching out to clients to get a read on their state of mind with respect to not only their health and well-being but also about concerns surrounding their investment portfolios and financial plans. It has been heartening that we have actually had very few who have expressed a high level of anxiety about their investment portfolios.

Poker champ's view on diversification

Submitted by S. R. Schill & Associates on April 27th, 2020

This weekend’s Barron’s magazine ran an interesting article about Annie Duke, a world champion poker player. Annie now provides consulting and coaching services to managers in the financial services industry. Her insights into risk management under uncertainty can be extremely valuable.

Benefits of diversification

Submitted by S. R. Schill & Associates on April 24th, 2020

Yesterday I posted on how market timing can materially reduce long-term investment returns. An excellent way to eliminate the negative impacts of emotionally-based market timing is through holding a portfolio that is diversified across several asset classes.

Market timing can hurt investment returns

Submitted by S. R. Schill & Associates on April 23rd, 2020

Volatile stock market conditions like we have experienced lately can cause anxiety and induce people to sell their stocks and wait for “a better time to invest”, in other words, “time” the market. History shows there can be a big cost in attempting to time the market.

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