Investing Secrets: Key Concepts Every Investor Should Know

Posted by:

You may have noticed that the stock market has experienced a few difficult days recently and volatility has picked up considerably.  After yesterday’s close, the S&P is now at the same price it was at the end of November.  But also know that it is still up over 12% in the last 12 months (and up 72% over the last 5 years!).

We know times like these can be stressful, so we always try to let you know our current thinking. More →

0

Great Investors Think Before They Act

Posted by:

“Don’t just DO SOMETHING; STAND THERE!”
– Clint Eastwood

In last month’s article, we focused on “Avoiding Surprise” as one of the qualities of a great investor. This month, we urge you to read carefully because our firm is making a major “market call” and a significant prediction for the future that you won’t want to miss!
More →

0

Simplicity, Complexity, and Chaos

Posted by:

“Life is really simple, but we insist on making it complicated.”
– Confucius

A Great Read

Our team here at Concentus recently discovered a great article from Farnam Street that we all really loved, and we hope you will enjoy: “Complexity Bias: Why We Prefer Complicated to Simple.”

The article is somewhat lengthy, but it’s worth a read. In essence, it explores the human cognitive bias known as “complexity bias,” a hardwired human tendency to “give undue credence to complex concepts.” The article discusses two primary implications of complexity bias that I found quite interesting and that are particularly useful to understand in relation to investing and wealth planning.
More →

0

Regret

Posted by:

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”
– Peter Lynch, legendary investor

The “Inevitable” Correction

Last week I had a meeting with a new prospective client that got me thinking. This gentleman recently sold his company, and had the good fortune of receiving a multi-million dollar payday, so we were meeting to discuss his financial and investment planning. We discussed the merits of investing his capital in the equity market, and he agreed heartily that ownership of a portfolio of great companies would be the best way for him to sustain his income, and maintain his wealth, over the next 30 years of his retirement. However, he had only one condition for the implementation of his investment plan: He wanted to hold off on investing his cash into the equity market until stock prices pull back, because, after all, “a major crash is inevitable.”
More →

0

Great Investors don’t get Surprised

Posted by:

“The time to do lifeboat drills is not after the ship has struck an iceberg.”
– Nick Murray

In last month’s article, we focused on “Working from a Plan” as one of the great qualities to adopt for anyone who wants to become a great investor. This month we focus on a similar, but slightly different quality…Great Investors don’t get Surprised.

More →

0

A Real Christmas Miracle

Posted by:

“Most people seem to think It’s a Wonderful Life is the great American Christmas movie. I demur. It’s The Crossing, hands down.”
– Nick Murray

This year in honor of Christmas Eve, I’d like to share an excerpt written by author Nick Murray, about the little known story of “America’s First Christmas Miracle”. Enjoy…

More →

0

Paul Strid’s guest post for Financial Planning.com: Tech is changing the industry — don’t get left behind

Posted by:

Paul Strid writes Day 17 post for Financial Planning Magazine’s series 30 Days: On How Technology Is Changing Your Practice…

Tech is changing the industry — don’t get left behind

When is a wealth management firm not a wealth management firm?

When it is a technology firm in disguise. I say that tongue in cheek, but there is an element of truthRead More…

More →

0

Merry Christmas from Zeke-a Claus!

Posted by:

Last year, Zeke the Elf (and cousin of one of our founders, Gerald ‘Zeke’ Strid) recorded a Christmas message for us.

This year we were honored that the big man himself, Zeke-a Claus, paid our office a visit and made a special video for all our clients, friends and family.

Enjoy!

Merry Christmas and Happy Holidays,
The Concentus Team

0

Keeping Busy

Posted by:

“A week has only 168 hours, regardless of your age, intelligence, accomplishments or how much money you make. Your quality of life is a direct function of how you choose to spend that time.”
– Bill Bachrach

Our time is such a valuable commodity, and it seems that during the holidays our time is stretched out of our control.

More →

0
Page 1 of 12 12345...»