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Building your financial stop-doing list: Stop reacting to market noise

April 16, 2015 By Steve Lowrie

Building your financial stop-doing list: Stop reacting to market noise

In recently revisiting Jim Collins’ classic, bestselling business book “Good to Great,” I was reminded of this timeless tip: Successful business owners make as much use of  “stop doing” lists as they do of “to do” lists. “Most of us lead busy but undisciplined lives,” says Collins. “We have ever-expanding ‘to do’ lists, trying to build momentum by doing, doing, doing – and doing more. And it rarely works.” In his related piece, “Pulling the Plug.” He adds: “One key decision about what to stop … [Read more...]

Filed Under: Dimensional Fund Advisors, Evidence-Based Investing, Financial Stop-Doing List, Investor Behaviour, Wealth Management

Are you ready to KISS your investment strategy?

November 12, 2014 By Steve Lowrie

Are you ready to KISS your investment strategy?

Markets are up. Markets are down. Don’t blink, or they’ll spike or plummet yet again. Given the continuous seeming “betrayals,” I am not surprised by how many people I meet who would love to break up with their investment strategy (if they’ve got one to begin with) and have lost hope that they’ll ever find one they can embrace. To move past the uncertainty, consider emulating some of the luminaries of the financial economics community and KISS your investments (Keep It Simple … well, you know … [Read more...]

Filed Under: Financial Planning, Investor Behaviour, Wealth Management

Why you should ignore the financial media if you are a patient, long term investor.

April 22, 2014 By Steve Lowrie

It is no surprise to anyone who knows me that I find very little financial or investment value from the financial media.  I don’t see any entertainment value either. While there are many talented journalists who write valuable and insightful articles, for better or worse the Internet has fragmented things so much that it is virtually impossible for us to distinguish what is fact versus opinion, fact versus fiction, or if something has some sort of hidden bias or narrative. From my … [Read more...]

Filed Under: Common Traps, Financial Planning, Investor Behaviour, Wealth Management

Is it you … or the kids?

September 29, 2010 By Steve Lowrie

Is it you … or the kids?

A few weeks ago, I had the opportunity to attend the launch party of a book called Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life, written by Dr. Moshe Milevsky and Alexandra MacQueen. The authors use “pensionize” as a verb, which in their definition is to: convert money into income you can't outlive, or create your own personal pension, a monthly income that lasts for the rest of your natural life. What they are using as the gold … [Read more...]

Filed Under: Financial Planning, Wealth Management

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Steve Lowrie holds the Chartered Financial Analyst designation and has over 20 years of experience dealing with individual … About Steve »

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  • Advisor Role (37)
  • Common Traps (37)
  • Dimensional Fund Advisors (10)
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  • Financial Planning (15)
  • Financial Stop-Doing List (17)
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Recent Blogs

Stop trying to correct for market corrections — revisited

Is there going to be a market correction? And, if yes, then what?

How Evidence-based investing saves long-term wealth: Avoiding the “big mistake”

It’s official: Investors are on their own

Simple investing isn’t easy

Why simplicity beats complexity

Lessons learned: It’s not the market … it’s you

Q&A: What should I do – or NOT do – during the next Bear Market?

An Odd Way to Invest

Investing in fads: Quack like a duck and you may get plucked

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