Valuations Matter

David Wagner (Aptus Capital Advisors) The returns witnessed by investors over the past few years have been an outlier. Entering the year, the 3-year annualized return for the S&P 500 Read More

Don’t trust management forecasts

Joachim Klement Overconfidence is probably the most pervasive behavioural bias anywhere, though anchoring may give it a run for its money. And if you think you are not overconfident, then Read More

Discretion

Joachim Klement (Klement on Investing) Most market indices try to be as neutral as possible and follow strict rules wherever they can. But for every rule you define there are Read More

The Real Purpose of Risk Mitigation

by Derek Hernquist (Aptus Capital Advisors) “I argue that cost-effective risk mitigation, when done well, doesn’t just take you out of risk, but actually allows you to take on more risk.” Mark Read More