The Foundations of Personal Finance: Expanding on the Basics

Sep 11, 2019 |Eddy Mejlholm

So far in this series on personal finance, we’ve outlined the 6 steps that are the foundations of personal finance. Now it’s time to start building on that foundation by expanding on the basics. 

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What Is Asset Allocation?

Apr 15, 2019 |Eddy Mejlholm

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?

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What Is the Yield Curve?

Apr 08, 2019 |Eddy Mejlholm

Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments?

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What Is Correlation (and Why Would You Care)?

Apr 01, 2019 |Eddy Mejlholm

By quantifying and comparing the behaviors and relationships found among various funds, factors and portfolios, we can better determine which combinations are expected to produce optimal outcomes over time.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Behavioral Biases – What Makes Your Brain Trick?

Feb 14, 2019 |Eddy Mejlholm

In this installment, we’ll familiarize you with a half-dozen of these more potent biases, and how you can avoid sabotaging your own best-laid, investment plans by recognizing the signs of a behavioral booby trap.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Bringing the Evidence Home

Feb 14, 2019 |Eddy Mejlholm

Welcome to our final installment in Eddy Mejlholm’s Evidence-Based Investment Insights: Bringing the Evidence Home. We hope you’ve enjoyed reading our series as much as we’ve enjoyed sharing it with you.

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Eddy Mejlholm’s Evidence-Based Investment Insights: The Human Factor in Evidence-Based Investing

Feb 12, 2019 |Eddy Mejlholm

To study the relationships between our heads and our financial health, there is another field of evidence-based inquiry known as behavioral finance. What happens when we stir up that Petrie dish of financial pathogens?

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Eddy Mejlholm’s Evidence-Based Investment Insights: What Has Evidence-Based Investing Done for Me Lately?

Feb 07, 2019 |Eddy Mejlholm

As time marches on, relentless questioning from scholars and practitioners alike has been essential to evidence-based investment theory and application, dispelling illusions and laying the foundation for the insights we now routinely harness.

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Eddy Mejlholm’s Evidence-Based Investment Insights: Factors That Figure in Your Evidence-Based Portfolio

Feb 05, 2019 |Eddy Mejlholm

Scholars and practitioners alike strive to determine not only that various return factors exist, but why they exist. This helps us determine whether a factor is likely to persist or is more likely to disappear upon discovery.

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Eddy Mejlholm’s Evidence-Based Investment Insights: The Essence of Evidence-Based Investing

Jan 31, 2019 |Eddy Mejlholm

Grounding your strategy in rational methodology helps you best determine and stay on a course toward the financial goals you have in mind, especially when your emotional reactions threaten to take over the wheel.

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