Season Investments

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Where Do We Go From Here?

October has been a month that most stock market investors would rather forget. At one point last week, all three major US stock market indices had given up all their year to date returns. The pickup in volatility and pull-back from the recent high has everyone asking where the market is going from here. http://www.seasoninvestments.com/insights/where-do-we-go-from-here/

On Being A Father

As my friend Chris said during our recent time away, “I want to be able to look back on my life and know that I did the absolute best I could with the time and resources I was given.” There’s probably no other area of my life where this resonates more than fatherhood. http://www.seasoninvestments.com/insights/on-being-a-father/

Why We Scapegoat

I recently listened to podcast with Annie Duke about her new book entitled Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts. Of the many excellent takeaways from the interview, the overarching theme was how we as humans tend to be sub-optimal in our decision making process and what we can do to get better. http://www.seasoninvestments.com/insights/why-we-scapegoat/

Jim Rogers Said What?

Jim Rogers is no stranger to the headlines. Known for his natural charisma, easygoing southern charm and trademark bowtie, he has long been an industry favorite for interviews and guest speaker slots. But what he is most known for is his willingness to go on record with bombastic, headline-worthy predictions. http://www.seasoninvestments.com/insights/jim-rogers-said-what/

Crichton's Amnesia

Michael Crichton was probably best known for his works of science fiction, but what many people may not know is that before Michael was a well-known author, he was on track to becoming a doctor. He eventually gave up his career in medicine to focus on his writing, but his brief experience in the field gave him a healthy respect for the complexity of life. http://www.seasoninvestments.com/insights/crichtons-amnesia/

Amateur or Professional?

The other week I came across an article on what is quickly becoming my favorite blog entitled The Difference Between Amateurs and Professionals. The post outlines at least two dozen differences in the way amateurs versus professionals think and act. In this week’s post we are going to highlight some of the key differences between amateurs and professionals. http://www.seasoninvestments.com/insights/amateur-or-professional/

Right Place, Wrong Time

There are many different ways to define risk when it comes to investing. But one risk that is often overlooked and rarely ever talked about is sequence risk. What is sequence risk you might ask? It is the risk of experiencing bad investment outcomes at the wrong time. http://www.seasoninvestments.com/insights/right-place-wrong-time/

The Perils of Low Volatility

Super accommodative monetary policy has been necessary to spur economic recovery and ensure markets don’t fall into a deflationary spiral. But these same policies which have kept interest rates at record lows for so long are creating vulnerabilities in the economy as debt levels continue to rise. http://www.seasoninvestments.com/insights/the-perils-of-low-volatility/

Is Good Advice Good Enough?

Giving someone “good advice” is rarely enough. Most of us already know what we should do, or what the right answer is…yet often times we still do the opposite. Advice moves from being “good” to being “effective” when it is tailored and delivered in such a way that actually spurs the behavioral change needed to attain the desired outcomes. http://www.seasoninvestments.com/insights/is-good-advice-good-enough/

Having Your Cake & Eating It Too

In order to generate returns in excess of the risk free rate (think FDIC insured savings accounts at banks which are as close to “risk free” as you can get), one will have to take on some degree of risk, which could lead to a loss of principal. As the saying goes, “you can’t have your cake and eat it too.” Or can you? http://www.seasoninvestments.com/insights/having-your-cake-and-eating-it-too1/

Sleeping Well

Since we can’t predict the future with any level of confidence, we chose to take a more humble approach to investing which spreads risk across as many different, non-correlated investments as possible as well as using trend following techniques to provide some downside protection on our publicly traded investments. http://www.seasoninvestments.com/insights/sleeping-well/

Ignorance Isn't Bliss

Investors have been worried about rising rates and what a rising rate environment means for their bond investments. In response, some investors have concluded that it is better to hold individual bonds versus a bond fund.In today’s post, we’ll unpack why it is a misconception to believe that individual bonds are somehow less risky than bond funds. http://www.seasoninvestments.com/insights/ignorance-isnt-bliss/

Fear Of Missing Out

Since the economy and markets climbed their way out of the dredges of the financial crisis there has been an exhausting volume of work produced warning of the next major market collapse. But what about the risk of consistently rising prices? What kinds of psychological and emotional impacts do stock prices have when they just won’t quit? http://www.seasoninvestments.com/insights/fear-of-missing-out/

The Private Equity Advantage

Over the past year, we have spent a good amount of time researching different options for our clients in the private equity space. In today’s post, we will look at private equity from a very high level to explain what it is exactly and why it might be a good addition to a well-diversified portfolio. http://www.seasoninvestments.com/insights/the-private-equity-advantage/

Winds of Change

Virtually every measure of valuation in the US looks historically expensive and overinflated when compared to international stocks. We believe 2017 may bring the winds of change in global equity leadership, with a shift in relative strength from US to international. http://www.seasoninvestments.com/insights/winds-of-change/

The Power of a 1031 Exchange

Real estate is one of the most commonly held assets on most investor’s balance sheets. For those that have real estate investments and want to continue leaving their money invested in real estate, a 1031 exchange is an extremely powerful tool which can be used to compound higher returns on a real estate portfolio. http://www.seasoninvestments.com/insights/the-power-of-a-1031-exchange/

Going Green

Unfortunately, renewable energy has become a partisan issue which receives support from those on the left and pushback from those on the right. In today’s post, we are going to make the argument for one particular renewable energy investment which satisfies both the moral and economic agendas on both sides of the party lines. http://www.seasoninvestments.com/insights/going-green/

Bubbles!

If you are an investor, you are most likely familiar with the term “bubble” as it pertains to investing. Twenty years ago this was not the case, but today we are all too familiar with the term. The problem we now face is that everyone is hyper-aware of bubbles to a point where there is a bubble boogeyman around every corner. http://www.seasoninvestments.com/insights/bubbles/

Overboard US Stocks

Over the past six years the US stock market has dominated the rest of the globe, with the S&P 500 outpacing the MSCI All Country World ex US index by over 10%...annualized. In our highly correlated, highly globalized world this amount of out-performance from the largest developed component of the global index is nothing short of mind-blowing. http://www.seasoninvestments.com/insights/overboard-us-stocks/

Running of the Bulls

The Running of the Bulls can be a dangerous event, and it is not uncommon for a number of participants to be injured or sometimes even killed. There are similar parallels to be made to a bull run in the stock market. http://www.seasoninvestments.com/insights/running-of-the-bulls/

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