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What Can You Learn From the Rearview Mirror of 2016?

We’re coming to the end of another wild year. In January, the markets recorded the worst start to any year in history . . . and now we’re floating towards DOW 20,000. Just a crazy roller coaster ride! Regardless of how the year goes, whether the markets are up substantially or down, an important exercise that every money manager should go through is a self-evaluation. This includes asking yourself the questions, what did I do well? What mistakes did I make? What would I do different? Were my mistakes emotional or something else? Jason Zweig of the Wall Street Journal said the following regarding self-evaluation. Evaluating yourself honestly is at least as important as evaluating your investments accurately. If you don’t force yourself to learn your limits as an investor, then it doesn’t matter how much you learn about the markets: Your emotions will be your undoing. This whole idea
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Categories: Personal Finance and Strategy.

The Holly Jolly of a Post-Election Rally: December Market Commentary

‘Tis the season to be jolly, especially as we have watched the markets rally in this post-election atmosphere. In this month’s market commentary I talk about sector-by-sector performance in that post-election rally. I also talk about the value of patience in the markets and how not chasing what is “popular”, i.e. dividend centric stocks recently, can help your portfolio’s performance. Finally, I talk about December and how it often performs historically. I hope you enjoy as you click through and review recent market events. What we’re reading: Some of the Wisest Words Ever Spoken About Investing. This is a fantastic article written by Jason Zweig of the Wall Street Journal. My favorite line of the article is “Evaluating yourself honestly is at least as important as evaluating your investments accurately. If you don’t force yourself to learn your limits as an investor, then it doesn’t matter how much you learn
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Categories: Market Commentary and Markets.
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