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Steve Coker, CFP
- Jun 10, 2019
- 2 min
The 3 Most Common Portfolio Mistakes
The Capital Group, one of the nation’s largest mutual fund companies, recently released a study of the most common portfolio mistakes they encounter. To be sure, investing isn’t simple, and there are many mistakes investors can make, so it’s always helpful when leading firms share their insights. What are Capital Group’s top three portfolio mistakes? 1. Inadequate International Exposure, 2. Risky bond portfolios, 3. Over-reliance on recent performance. 1. Insufficient In
Steve Coker, CFP
- Mar 18, 2016
- 3 min
2016 Cedarstone Investor Conference Recap
We want to give a big thank you to all of our attendees and guest speakers at our annual Cedarstone Investor Conference. It was a great event on an incredibly beautiful morning and we really enjoyed seeing so many familiar faces and catching up with all of you. For those of you who were unable to attend, below is a quick recap of what topics were discussed as well as copies of the presentations. Macro-economic Outlook Our first speaker was Cort Escherich from PIMCO and he sha
Steve Coker, CFP
- Oct 26, 2015
- 4 min
Buying High and Selling Low: Why Trading Can Destroy Your Portfolio
Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had sold when the market reached its top and bought when the market reached its low. If only we had ‘timed’ the market correctly, our investments would have soared. And yet life and investing are not that easy. In fact, investors are notoriously terrible at market timing. By selling into market downturns many investors (and many advisors) enter a
