Apple Computers was founded in 1976 by partners Steve Jobs and Steve Wozniak, who are now household names. But most people don’t realize that there was a lesser-known third partner, Ronald Wayne. While most people are never faced with an investment decision of Wayne’s magnitude, here are the 5 most common investment mistakes I see repeatedly - and how to avoid them.
In 1986, Lou Holtz was tapped as Head Coach of the then-struggling Notre Dame Fighting Irish football team. By the time he left the university 11 seasons later, he’d racked up 9 Bowl appearances, 5 Bowl victories, and one National Championship! He later revealed a vital question that he demanded players repeatedly ask themselves. It goes by the acronym W.I.N. – What’s Important Now?
In 1997 the internet was still in its infancy, and we didn’t even have iPhones. “Titanic” became the biggest movie of all time that year, George Clooney was People Magazine’s Sexiest Man Alive, and “Seinfeld” aired its final season. 1997 was also the year I began my career in financial services. What have I learned about market downturns in 25 years?
Like Yankee Hall-of-Famer Yogi Berra once said, “It’s déjà vu all over again.” Inflation, interest rates, consumer sentiment, and the invasion of Ukraine continue to impact markets and the economy.
Jen O’Brien is the Investment Operations Associate for our firm. It’s hard to believe she has been part of our team for 5 months! Many of you have already interacted with her during that time, but I sat down with her for a brief chat so you could get to know her better.
“There are decades when nothing happens; and there are weeks when decades happen.” I think that’s an apt description of current events. With all that’s going on in geopolitics and markets so far this year, it can be a challenge to sift through the mountain of information out there. I wanted to share a few pieces we’ve been reading (and listening to) this week to lend the right perspective.