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The Lifeguard Wealth Blog

Publications, Insights & News




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The Sky Isn’t Falling

From an emotional perspective, steep market declines are difficult to deal with, as we tend to feel the pain of a loss twice as much as we feel the joy from an equal-sized gain (the ratio increases with the size of the investment).

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Examining Bond Premiums

In my previous blog, we looked at the size and volatility of the three equity premiums of beta, size and value. Today we turn our attention to the two premiums that help explain the performance of bond portfolios, term and credit.

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A High-Level View of the Asset Location Decision

The first decision you make with respect to your portfolio is its asset allocation, or the mix of stocks and bonds. This initial step is based on your tolerance for risk and the amount of risk you need to take to achieve your life and financial goals.

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Five Ways to Become More Financially Engaged

Becoming more engaged with your finances can be a daunting task — the decisions you make are important and the amount of information can be overwhelming. In this video, however, Katie Keary shares five ways you can become more involved with your money.

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