Top blog posts of 2017

We’re closing out the year with our top five blog posts of 2017. From retirement and behavioral finance, to in-depth market perspectives, these are the best of 2017. Enjoy!

Jeff Raupp, CFARaupp_Podcast_Graphic, Director of Investments

Investment Insights Podcast: Where markets go from here now that they’ve rallied post-election




Paul Cook, AIF®, Vice President and Regional Director, Retirement Plan Services

Avoiding retirement regrets

A dozen steps to a smooth transition to retirement


Crosby_2015-150x150Dr. Daniel CrosbyExecutive Director, The Center for Outcomes & Founder, Nocturne Capital

Can money buy happiness?

Purchasing power and the big power of small changes

2 thoughts on “Top blog posts of 2017

  1. For Dr. Crosby: Love your book, Laws of Wealth, and podcasts. I’m 77 and nervous about another 15 years of no gains like we have experienced in the past. Any words of wisdom for someone trying to follow Buffet’s first rule?
    Bruce Burgener

    • Bruce,
      Thanks so much for reading The Laws of Wealth and for tuning in to the podcast! You’re wise to heed Buffett’s first rule (“Don’t lose money”) and even his second rule (“Don’t forget the first rule”) for that matter. In attempting to do so, I’d point you to some of my rules from the Laws of Wealth, including “This Too Shall Pass” and “Diversification Means Always Having to Say You’re Sorry.” I state in the book that “this too shall pass” is the truest phrase in investing inasmuch as it humbles us in good times and encourages us in bad. Given that we have just experienced years and years of phenomenal returns in US stocks, it seems reasonable to expect that those returns will be more muted in the next 5 to 10 years. That being my expectation, it leads me to the second rule about diversification. For thirty years, Brinker Capital has been promoting multi-asset class investing and it’s advice that makes a great deal of sense today. While valuations in the broad US market are stretched beyond their historical averages, some other parts of the world and other asset classes have valuations that are average to below average, suggesting the possibility of greater forward returns. It seems sensible to me to revisit portfolio construction at times such as this and ensure that you “own the world” and are diversified across and within asset classes. Finally, revisit your copy of Personal Benchmark and remember that true risk is personal. Risk is the likelihood that you will not have adequate capital to live your dreams, nothing more and nothing less. If you’ve already secured an adequate financial base for yourself, I’d encourage you to keep that definition in mind when deciding how much risk to take in the market going forward. Thanks again for reading, listening and commenting!

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