Archive - December 29, 2015

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Financial Planning with Yoda from “Star Wars”
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Why Standard Deviation Matters When Choosing Investments

Financial Planning with Yoda from “Star Wars”

We were already thinking about finding motivation for financial planning in the new year when we read The Washington Post writer Michelle Singletary’s column “10 things Yoda would say if he were your financial advisor.” Movies like “Star Wars” are great for entertainment but you can also leave the theatre with some very good food for thought if you reflect on what you have seen. Yoda isn’t just a funny little creature with odd grammar; he might be telling you something. Singletary examines some of Yoda’s sayings in the light of money management:

“You must unlearn what you

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Why Standard Deviation Matters When Choosing Investments

Not all returns are created equal.

Standard deviation is a common statistical measurement and is defined by Oxford Dictionaries as:  ‘A quantity expressing by how much the members of a group differ from the mean value for the group.’ In other words, it is a measure of volatility that tells you how far apart all of the values are from the average (or mean) value.

For example, if Mutual Fund A has an average annual return of 10% and a standard deviation of 4%, you would expect about 68% of the time for the return to be between 6% and …

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