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Insights and Education

Wealth Management Perspectives

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2021 Outlook - Bull and Baird

When it comes to outlooks about the economy or the market, what I want you to focus on is not the guess about market direction or performance, but how that person thinks about the World. What is their framework and how adaptable are they to change?

Insights
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How to Read the Financial News

With the inventions of cable television, the internet and eventually social media came a Cambrian explosion of information. This opened many doors for education, but it also increased the prevalence of disinformation, sensationalism, fear mongering and outright grifting. Here are three steps to help us read, analyze and learn from financial news.

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Amazon, Tesla and Hindsight Bias

It’s easy to look back and scold yourself for not investing in Amazon, Tesla (a 5,600% return; see below) or any number of IPOs that have proven wildly successful. This is known as hindsight bias, the inclination to view past events as having been more predictable than they really were. It’s especially prevalent among investors who, when looking back at their portfolio misses, shake their head and mutter “I should have seen that coming.”

Investment Insights