CCR Insights

213

The “Average” Benefit of Dollar Cost Averaging

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.

175

The Importance of Diversification

Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.

174

Diversification: Blending Your Investment Ingredients

Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.

173

Diversification & Correlation

Investors need to know the difference between diversification and correlation, as your diversification strategy may not work as you intended.

Diversification & Small Business

Diversification & Small Business

As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.

69

How Diversification Can Help Small Business Owners Manage Risk

We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.

65

How A Financial Plan Helps Endure Market Volatility

Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.

62

Dollar-Cost Averaging

What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy.

Behavioral Finance and Market Outcomes Thumbnail

Behavioral Finance & Market Outcomes Ebook

Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.

14

Environmental, Social, and Corporate Governance

What is ESG investing?