Why You Need More Than a Robo-Adviser

2022-03-10T18:41:45+00:00March 10, 2022|Blog, Investments|

As technology for robots and artificial intelligence become more sophisticated, it starts to have a universal place in society’s daily functions—and finance is no exception.  By now, you’ve likely heard of “Robo-advisors,” which are online investing platforms that use computer-generated algorithms to create strategies and manage your money.  Most Robo-advisors are entirely automated, but some also offer access to human assistance. These platforms provide simple portfolio management with little human interaction at rock-bottom prices.  This [...]

The Emotional Investor

2011-05-11T11:56:48+00:00May 11, 2011|Blog, Financial Planning Psychology, Investments|

I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week:  “If you can keep your head when all about you are losing theirs and blaming it on you, if you can trust yourself when all men doubt you, but make allowance for their doubting too...”  While certainly no one was blaming last week’s slamming of the global markets on me, emotions ran high [...]

“Buy and Hold is Still a Winner” Rebuttal

2010-12-02T15:42:25+00:00December 2, 2010|Blog, Investments|

I recently came across an article in the Wall Street Journal written by Burton Malkiel titled ‘Buy and Hold’ Is Still a Winner.  If you’d like to read the article, it comes right up when you Google-it.  The title of the article caught my attention for obvious reasons - Chladek Wealth Investment Strategy: The Numbers Don’t Lie.  However, when reading the entire article, there are actually more points that Mr. Malkiel and I agree on [...]

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