Portfolio Insights

What is Evidence-based Investing?

At Vickery Financial, we throw the phrase “evidence-based investing” (or “EBI” for short) around fairly casually, without spending much time to actually define it. This month, I’d like to explain to our readers outside of the…
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The Essence of Finance

On the first day of my very first Investments course in college, our professor stated that he wished to take us all to the tattoo parlor down the street and have two phrases permanently inked on…
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Does Diversification Still Work?

I have a good friend who, despite my advice, invests virtually all of his portfolio in an S&P 500 index fund. No foreign stocks, no real estate, no emerging markets, no bonds. Lately, there’s no denying…
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Will the Election Have Consequences for Your Portfolio?

After an incredibly long, emotionally-charged campaign, the 2016 election is finally over. The GOP has swept and will control the White House and both Houses of Congress for at least the next two years. Investors are…
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Why Invest in a Bond Mutual Fund?

One of the more frequent questions we hear pertains to investing in fixed income mutual funds vs. buying individual bonds. The question usually takes the form of something like “Why invest in a bond fund when…
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