Season Investments

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WEEKLY INSIGHTS

Why You Should Ignore The Dow

Posted on Jul 21, 2015

The Dow is the oldest, most iconic market index in circulation. It is also the most irrelevant measure of broad stock market performance in existence today.

The Secret Sauce

Posted on Jul 7, 2015

At its core, trend following is a reactionary discipline that doesn’t try to predict the future based on some sort of gut conviction or analysis of the macroeconomic tea leaves. In this week’s post we will unpack Season Investments’ own secret sauce of trend following coined MarketVANE, which we apply as a long-term investment discipline to both stocks and hard assets.

The Trend Is Your Friend

Posted on Jun 30, 2015

One of the disciplines we have embraced here at Season Investments is called trend following. In its simplicity, trend following is an elegant solution to the age old conundrum of needing robust returns while simultaneously being unable to withstand the extreme volatility of risk assets.

The Great Lie

Posted on Jun 23, 2015

We have dedicated countless hours of schooling and self-study to the body of academic knowledge pertaining to investment management. A significant portion of which was focused on how buying and holding financial assets for the long-term is the best investment strategy. While we don’t disagree with this line of thought, we think its limitations need to be better understood.

Hindsight Isn't 20/20

Posted on Jun 16, 2015

Everyone has heard the phrase, “hindsight is 20-20” and most believe this to be a true idiom, but in actuality our brain plays a very powerful role in shaping how we experience the world and remember the past. This fact has potentially dangerous implications when it comes to investing.

Extra! Extra!

Posted on Jun 9, 2015

A year ago we penned a four-part series on how regular consumption of the news might be detrimental to your financial decision-making. In an information-overload society we think this topic is as prevalent as ever. This week we review that four-part series.

Life is a Voyage

Posted on Jun 2, 2015

Over the past six weeks we’ve been exploring the topic of risk as it pertains to our finances. Risk is an ever-present part of life, yet most people turn a blind eye to the risks they are either intentionally or unintentionally taking. In today’s post, we will recap some of the key takeaways from our series on financial risk.

You Don't Always Get What You Pay For

Posted on May 26, 2015

This week we continue the discussion on risk by looking at the erosive impact that unnecessary fees and expenses can have on a person’s long-term wealth accumulation. Think of fees and expenses as reverse compounding –annualized costs might not be eye-popping at first glance, but over time their compounded effects can be substantial.

Keeping the End in Mind

Posted on May 19, 2015

No one wakes up in the morning thinking, “Today is the day to plan for my demise,” which is why so many people go through lives under-insured without a will or estate plan in place. Today we will look at the risk of not planning for the future of our assets after we pass away.

Tell Your Money Where To Go

Posted on May 12, 2015

When we talk about financial risk most of our us jump straight to the potential for catastrophic events such as a stock market collapse, being laid off at work, or incurring significant medical expenses. But today we’re going to take a step back and discuss a more subversive risk that can (and does) impact nearly all of us – the risk of not saving enough money.

The Cost of Being Human

Posted on May 5, 2015

So many people are eager to accumulate and grow financial wealth, yet they exhibit the exact opposite behaviors needed to do so. The principles that lead to financial gain and long-term investment success are not shrouded in mystery. There is no secret sauce or hidden formula, and in theory it is really quite simple...in theory.

Deviating on the Definition of Risk

Posted on Apr 28, 2015

Over the next several weeks we will unpack the question "What is risk?" to explore different areas of risk people take in their finances and the best way to manage them. In today’s post we will start by looking at the most common definition of risk in finance: the standard deviation (or volatility) of portfolio returns.