Concentrated Stock Decision Guide
If you partake in sports gambling, you can attest that it comes with a rollercoaster of emotions. When you win a wager, you feel like you are the smartest person in the room. The excitement of winning is met with regret for not placing a larger bet. On the other hand, when you lose, you […]
What Is the CFA Charter – and Why it Matters for Your Investments
At THOR Wealth Management, you may have noticed that several members of our team have “CFA” after their names. It’s not just alphabet soup — those three letters represent a commitment to deep expertise, high ethical standards, and long-term discipline in investment management. But what exactly is the CFA charter, and why should it matter […]
Are You Investing or Speculating?
It’s easy to assume they’re the same. You buy stocks, funds, some crypto, and expect it to go up. But is that really investing? Not always. The key difference between investing and speculating often comes down to your mindset and whether your decision is part of a well-thought-out strategy or just a gut feeling. The […]
Market Outlook and Predictions
I am sitting on the floor of my den about to play PrettyPretty Princess with my 3-year-old daughter. If you have never played this game, you take turns spinning an oversized spinner trying to be the first player to collect the complete set of undersized plastic jewelry. If you can achieve this first, you are […]
Understanding Investment Behavior in Emerging Wealth Families
As mentioned in our previous blog, THOR Wealth Management recently commissioned a survey of young couples – what we will refer to as emerging wealth. In the survey, we delved into the investment behavior of the emerging wealth and compared their habits based on income levels. We noticed a trend that persisted as income levels […]
10 Rules of Investing – Part 3
In the first two parts of this series (Part 1 & Part 2), we explored six of Bob Farrell’s rules of investing, highlighting the importance of market cycles, sentiment, and valuation. As we delve into the final segment, we’ll examine rules 7 through 10, which offer insights into market breadth, consensus views, and the phases […]
10 Rules of Investing – Part 2
Back in April, my THOR colleague, Drew Woodard, began a blog series where he discusses Bob Farrell’s 10 Rules of Investing. Bob Farrell was a pioneer in market psychology and sentiment, and he believed there was more to a stock’s performance than just the financial statements. At THOR, we focus on fundamentals, but we also […]
10 Rules of Investing – Part 1
After studying under Benjamin Graham, known as the “father of value investing,” at Columbia University in the late 1950s, Bob Farrell began his career as an analyst at Merrill Lynch. Following a distinguished tenure as one of Wall Street’s leading analysts, Farrell ascended to the position of chief market strategist at Merrill Lynch. During the […]
Power of Long-Term Investing (Updated)
The most important dynamic in investing is time. Time and the concept of compounding should be simple and practical but are often misunderstood and overlooked. Source: Jeremy J Siegel, Stocks for the Long Run. The definitive guide to financial market returns and long-term investment strategies, McGraw Hill, 2014, pp6. This chart is a great representation […]
Compound Interest: The Eighth Wonder of the World
Would you rather have one million dollars in cash or one dollar that doubles for 20 days straight? At face value, you might think “Why would I not take the one million dollars over one dollar right now?” Thinking this way would be short-sighted because, with a little bit of patience, you would be awarded […]