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  • Home
  • Services
    • Integrated Wealth Planning
    • Investment Management
    • Personal Financial Management
    • Lifestyle Income Planning
    • Group Retirement Planning
    • Tax Planning
    • Estate Planning
    • Business Financial Planning Services
  • Approach
    • Client Engagement Overview
    • Fee Only Financial Advisor Relationship
    • Code Of Ethics
    • Financial Transitions Planning
    • Goals Based Investing
  • Firm Overview
    • Leadership Team
    • Who We Serve
    • Guiding Principles
    • Planning Principles
  • Blog
  • FAQ
  • Contact

Archives

Monthly Archive for: "September, 2015"
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By Bob Bolen
In Financial Planning
Posted September 25, 2015

Should Investors Sell After a “Correction”?

Weston Wellington VP, Dimensional Fund Advisors Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial [...]

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 The Curve Ball
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By Bob Bolen
In Financial Planning
Posted September 9, 2015

The Curve Ball

Market expectations about interest rates change because of news. This makes it very difficult to build a coherent investment strategy around a forecast. In a recent article, Bloomberg News noted [...]

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By Bob Bolen
In Financial Planning
Posted September 9, 2015

CAPE Fear: Valuation Ratios and Market Timing

As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are [...]

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By Bob Bolen
In Financial Planning
Posted September 9, 2015

Profitability: The Latest Dimension of Higher Expected Returns

There are three dimensions of higher expected returns in the equity markets: size, price, and profitability. Profitability is the most recent dimension to be identified by academic research, but [...]

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By Bob Bolen
In Financial Planning
Posted September 9, 2015

Five Tried-and-True Ways of Out-Performing the Market Averages

There are not many tried-and-true ways of out-performing the market averages over time, but there are a few. Academic research has identified five dimensions of return that correspond to higher [...]

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By Bob Bolen
In Financial Planning
Posted September 9, 2015

Why Active Management Misses the Mark

About 70% of all portfolio managers use active management as their preferred methodology, but does the evidence support this as the most profitable investment strategy? In this video Envision [...]

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By Bob Bolen
In Financial Planning
Posted September 9, 2015

The Only Three Ways to Invest

There are essentially only three ways to invest your resources. Watch as Envision Wealth Planning President, Bob Bolen CFP®, explains each of the three portfolio management strategies, and [...]

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By Bob Bolen
In Financial Planning
Posted September 9, 2015

The Certainty Principle

By Jim Parker, Outside the Flags                                                                                                          […]

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 Is the Evening News Hazardous to Your Wealth?
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By Bob Bolen
In Financial Planning
Posted September 9, 2015

Is the Evening News Hazardous to Your Wealth?

People often worry about market volatility as if it were the enemy or a boogeyman.This is understandable given the attention paid to market ups and downs by CNBC, MSNBC, CNN, USA Today, and the [...]

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By Bob Bolen
In Financial Planning
Posted September 9, 2015

3 Ways To Avoid Paying More Taxes Than You Absolutely Have To

This year we had more clients at Envision Wealth Planning tell us that they owed taxes this past April than any time in recent history. No one likes to pay taxes, but as the old saying tells us, [...]

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