Steve DeBoth, Author at Cadence Wealth Management

Aug 11

Ask Cadence: “I suppose you’re getting a lot of calls right now. . .”

By Steve DeBoth Blog

That’s not technically a question, but there are any number of questions contained in that sentence: “Are other people worried right now? Should I be worried right now? Are you guys worried right now?. . .” When I hear this question from a client, I always take it to mean there is some amount of worry being experienced on the other end of the phone, but my client doesn’t know if he or she should be worrying. Rather than admit to that worry straight out, it feels safer to ask if other people are experiencing the worry. So, when a client says, “I suppose you’re getting…

Mar 15

The Monkey, the Volcano, and the Dangers of Rationalizing Risk

By Steve DeBoth Blog

Half way up the slope of a volcano lived a monkey. Like his fellow monkeys, he spent the majority of his days picking and eating fruit off the trees growing on the side of the volcano. Unbeknownst to his friends, however, he dreamed of one day opening his own banana pie stand where he could spend his old age providing delight to others, just making and serving pie, passing the time in enjoyable conversation. And picking lice, of course. He dreamed this every day as he foraged, and it made him happy. But he knew he would only get there…

Feb 16

How Should I Know If My Diversified Portfolio Returns Are Good Enough?

By Steve DeBoth Blog

It’s not easy for a diversified investor to know what their investments should be returning over most time frames. Just because the S&P 500 is up 15% this year, should you be too? The S&P 500 plus dividends was up 40% over the past twelve months, but since you have a diversified portfolio, what is a normal return for you over the same period? For any short-term period, like a year, how do we know if we’re still on track, or if our returns show something has gone wrong? Given the amount of media coverage large cap US stocks receive…

Steve DeBoth

Ask Cadence: “I suppose you’re getting a lot of calls right now. . .”

The Monkey, the Volcano, and the Dangers of Rationalizing Risk

How Should I Know If My Diversified Portfolio Returns Are Good Enough?

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