On this episode, Mark talks about"

  • DOW is a price weighted index
  • Why do you have a bad year?
  • We don’t invest for one year, we invest for the long term
  • How much risk do you take in order to get the return
  • The idea of knowing what you own and why; knowing how things affect your portfolio good or bad
  • Top 10 predictions of 2018
    • S&P predictions ill be wrong
    • Stock prices and sick market will move up and down irrationally
    • Focusing on short term performance will distract investors
  • Strategic cost averaging is investing unequal dollar amounts in strategic areas
    • Static rebalancing
  • Josh and Ken sharing experiences with clients and advisors

December 27, 2017