Holistic Investment Management
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What Sheri’s Been Reading: June 2015 Edition

What Sheri’s Been Reading:  June 2015 Edition | Holistic Investment Management | Scoop.it
Can your portfolio survive rising interest rates? (Fortune) It’s the question that everyone has been asking. Here’s a guide to whether your portfolio will be (...)
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SBV In The News: What is dollar cost averaging?

SBV In The News: What is dollar cost averaging? | Holistic Investment Management | Scoop.it
NJMoneyHelp.com asked Sheri Cupo to answer a reader's question:
“What is dollar cost averaging? I’ve heard it’s a good way to invest so I don’t have to worry ab(...)
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Weird Words, Worthy Ideas: Time-Weighted vs. Internal Rates of Return

Weird Words, Worthy Ideas: Time-Weighted vs. Internal Rates of Return | Holistic Investment Management | Scoop.it
If you’ve been reading our blog posts for a while, you know that we try to avoid financial-speak whenever possible. But until the rest of the world follows our(...)
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TWR and IRR measure two different dimensions of your portfolio’s returns, with two very different reasons for doing so. 

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SBV In The News: The Wisdom of Eugene Fama

SBV In The News: The Wisdom of Eugene Fama | Holistic Investment Management | Scoop.it
Dartmouth Professor Kenneth R. French reflects on his friend and collaborator, Eugene F. Fama, a Nobel laureate in Economic Sciences.
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Your Investment Policy Statement: Put It in Writing

Your Investment Policy Statement: Put It in Writing | Holistic Investment Management | Scoop.it
Your IPS is a written agreement signed by you and your advisor.It should include detailed descriptions of factors influencing your investment experience such as
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Zweigs Devil’s Dictionary: Financial Truisms

Zweigs Devil’s Dictionary: Financial Truisms | Holistic Investment Management | Scoop.it
Jason Zweig’s Devil’s Financial Dictionary. Inspired by late 19th century satirist Ambrose Bierce’s “The Devil’s Dictionary,” Zweig’s devilish definitions take
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Stock Market Has Stopped Going Straight Up-Now What

Stock Market Has Stopped Going Straight Up-Now What | Holistic Investment Management | Scoop.it
Suggested reading in case the return of volatility to the stock market has you frazzled, or you are worrying that we are about to see a repeat of 2008.
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Get Along, Little Market | SageBroadview

Get Along, Little Market | SageBroadview | Holistic Investment Management | Scoop.it
Today, we’ll cover one more benefit to be gained from a well-diversified stable of investments: creating a smoother ride toward your goals.
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Managing the Market’s Risky Business | SageBroadview

Managing the Market’s Risky Business | SageBroadview | Holistic Investment Management | Scoop.it
It’s important to know that there are two, broadly different kinds of risks: avoidable, concentrated risks and unavoidable market risks.
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Ignoring the Siren Song of Daily Market Pricing | SageBroadview

Ignoring the Siren Song of Daily Market Pricing | SageBroadview | Holistic Investment Management | Scoop.it
A look at how market prices are set helps us understand how to play with rather than against the wisdom of the market, as you seek to buy low and sell high.
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Evidence-Based Investment Insights Series : The Summer of Investment Insights | SageBroadview

Evidence-Based Investment Insights Series : The Summer of Investment Insights | SageBroadview | Holistic Investment Management | Scoop.it
Become a better investor–enhance your understanding of the most important principles that drive the creation of wealth. That’s what Evidence-Based Inv
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To Sleep Well at Night, Try Crazy Quilt Investing | SageBroadview

To Sleep Well at Night, Try Crazy Quilt Investing | SageBroadview | Holistic Investment Management | Scoop.it
In the world of fabric, crazy quilts make good use of material that is simply too irregular to fit into a repeatable motif. The blanket may be a work of beauty,
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Giving 403(b) Plan Participants Their Due: Part II: The 403(b) Plan: Pocket Change or Life’s Savings? | SageBroadview

Giving 403(b) Plan Participants Their Due: Part II: The 403(b) Plan: Pocket Change or Life’s Savings? | SageBroadview | Holistic Investment Management | Scoop.it
Giving 403(b) Plan Participants Their Due: A lack of oversight can result in plans that are “managed” more by a confusing array of commission-based sales tea
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Should You Compare Your Portfolio to the S&P 500?

Should You Compare Your Portfolio to the S&P 500? | Holistic Investment Management | Scoop.it
If you haven’t noticed, we’ve been on a blog roll lately, explaining common mishaps investors face when assessing how their investments are performing in ever-(...)
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Confusing Cost Basis with Fund Performance

Confusing Cost Basis with Fund Performance | Holistic Investment Management | Scoop.it
In our last post, we introduced two investment terms that are a little more technical than we normally prefer, but worth knowing when you want to accurately m(...)
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What Sheri’s Been Reading: April 2015 Edition

What Sheri’s Been Reading: April 2015 Edition | Holistic Investment Management | Scoop.it
Learn everything you need to know about personal finance from 11 simple sketches (Business Insider) In honor of Carl Richard's newest book "The One-Page Finan(...)
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Fama, French and Auld Lang Syne

Fama, French and Auld Lang Syne | Holistic Investment Management | Scoop.it
the relationship between and Nobel Laureate Eugene. Fama and Kenneth French. This pair is the namesake behind the Fama/French Forum, and other groundbreaking
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How to Hold a Financial Fire Drill

How to Hold a Financial Fire Drill | Holistic Investment Management | Scoop.it
An important part of running your financial fire drill is to touch base with your mindset on money.
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A Hedge Fund Intervention

A Hedge Fund Intervention | Holistic Investment Management | Scoop.it
Like mutual funds, hedge funds represent a pooled collection of multiple investors’ assets, each of whom pays to play, hoping to profit from the fund’s savvy
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Considering Market Corrections | SageBroadview

Considering Market Corrections | SageBroadview | Holistic Investment Management | Scoop.it
Despite the market’s periodic storms, it has delivered its best long-term returns to those investors who let themselves experience the weather – and stayed in
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The Full-Meal Deal of Diversification | SageBroadview

The Full-Meal Deal of Diversification | SageBroadview | Holistic Investment Management | Scoop.it
the benefits of diversification have been well-documented and widely explained by some 60 years of academic inquiry. Its powers are both evidence-based and
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Financial Gurus and Other Unicorns | SageBroadview

Financial Gurus and Other Unicorns | SageBroadview | Holistic Investment Management | Scoop.it
In this article we explain why you’re ill-advised to seek a pinch-hitting expert to compete for you. As Morningstar strategist Samuel Lee has described, m
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You, the Market and the Prices You Pay | SageBroadview

You, the Market and the Prices You Pay | SageBroadview | Holistic Investment Management | Scoop.it
How do you achieve every investor’s dream of buying low and selling high in a crowd of highly resourceful and competitive players? The answer is to play with r
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On Skittles and Financial Fortune | SageBroadview

On Skittles and Financial Fortune | SageBroadview | Holistic Investment Management | Scoop.it
It was commonly assumed that the best way to make money in what seemed like an ungoverned market was by outwitting others at forecasting future prices and
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As Close to a Market Prediction as We’ll Ever Make | SageBroadview

As Close to a Market Prediction as We’ll Ever Make | SageBroadview | Holistic Investment Management | Scoop.it
We routinely advise against an investment strategy based on predicting where the market is going to go next – up, down or sideways.
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