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The Lifeguard Wealth Blog

Publications, Insights & News




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Perspective on Premiums

Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While negative outcomes are disappointing, investors should view them with the proper perspective and stay the course.

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Are Corporate Bonds Worth the Risk?

It’s important that investors understand all risky assets can experience long periods of underperformance. My favorite example that makes this point is that, for a 40-year period, the S&P 500 Index returned 9%, and so did 20-year Treasury bonds.

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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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