With the S&P 500 down 18.7%, bear markets are on everyone’s mind, and an article in Financial Advisor offers 4 things to know should stocks turn into a bear market.…
Tag: Investing Lessons
The Five Biggest Mistakes I Have Made in My Career Managing Quant Strategies
By Jack Forehand, CFA, CFP® (@practicalquant) — It is hard to believe that I am coming up on twenty years of running quantitative investing strategies. And in those twenty years, I have probably…
Ten Great Investors Share the One Lesson They Would Teach the Average Investor
When we started Excess Returns, we stayed away from having a standard closing question for guests because we couldn’t come up with one that summed up the knowledge of our…
5 Most Important Things In Investing
An article for Yahoo! Finance disseminates the 5 most valuable investing takeaways from legendary investor Howard Marks’ book, The Most Important Thing. Marks is the founder of Oaktree Capital Management,…
ARK’s Rise & Fall: 4 Lessons
The biggest success story to come out of 2020 was the dizzying rise of Cathie Wood’s ARK Invest, but 2021 was a far different story, details an article in Barron’s.…
Five Investing Lessons From the NFL Playoffs
By Justin Carbonneau (@jjcarbonneau) — The NFL playoffs have been one of the most exciting and competitive set of playoff games I can remember. There were 281 total points scored…
Six Lessons We Learned While Navigating the Market in 2021
2021 has been a really interesting year for markets. In this episode we talk about the biggest lessons we learned from the year, and from the post pandemic period in…
My Biggest Lessons From 2021
The experiences all of us have at the beginning of our investing careers do a lot to shape what we believe and how we act going forward. For investors who…
Avoiding Investment Horror Stories
As we emerge from the spooky season, Morningstar asked several financiers for their investment horror stories, and what advice they have for avoiding the worst. Dan Kemp, global chief investment…
Five Lessons Our Podcast Guests Would Teach Your Average Investor
By Jack Forehand, CFA, CFP® (@practicalquant) — One of the things many podcasts have in common is a standard closing question that they ask all their guests. For most of the history of…