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Investing Best Practices

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Figuring Out Your "Number"

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by  Erik Conley

What’s your number? Your number is the amount of money it would take to enable you to retire and live off the interest without touching the principal. Your number is the very definition ...

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A Profile of the Investment Adviser Profession

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by  Erik Conley

Here are some of the highlights from a report titled “A Profile of the Investment Adviser Profession in 2015”. The report was jointly published by The Investment Adviser Association and National Regulatory Services ...

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This Is Why The Market Will Continue To Struggle In 2016

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by  Erik Conley

If real estate is all about location, location, location… then the stock market is all about earnings, earnings, earnings. What drives the market is the growth of earnings from one quarter to the ...

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The Individual Investor Bill of Rights

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by  Erik Conley

The CFA Institute recently published a “bill of rights” for individual investors. Although they lack any enforcement authority over the conduct of investment professionals, I applaud their effort to instill a standard of ...

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In investing, Zen beats hyperactivity every time

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by  Erik Conley

A team of researchers at Fidelity set out to examine the behaviors of their best performing accounts. They wanted to identify the common behaviors of truly exceptional investors. What they found may surprise ...

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