The Magic of Low Expectations

Friday, January 25th, 2019 By: Kevin Shuller, CFA®

“I find my life is a lot easier the lower I keep my expectations.” – Bill Watterson Most investors expect too much. Those who know the least expect the most. A Natixis survey shows that individual investors in the US expect 10% returns. Professionals expect much, much less. Is 10% a logical assumption? 10%/year is […] More ›


3 Financial Resolutions That Don’t Require Heavy Lifting

Monday, January 21st, 2019 By: Peter Vander Ploeg, CFP®

For the 10th year in a row, Fidelity’s “New Year’s Financial Resolution Study” ended with the same top three results.  People are focused on saving more, paying down debt and spending less.  Although the results may not have been surprising given the history of the survey, there weren’t a lot of practical solutions offered to […] More ›