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Beyond the Numbers

Beyond the Numbers

Trusted advice to help you think big and plan bigger.

Category: Investments

Ideas for Approaching Asset Allocation

There are several rules of thumb we can use to ballpark an appropriate asset allocation, but these can be misleading. Looking at the details of your situation is the key to getting this just right.

The Difference Between Price and Value

Investors often use one-dimensional factors when assessing an investment’s value proposition. At Johnson Investment Counsel, we prefer to take a more holistic approach that includes a business quality evaluation. 

Making Tough Investment Decisions

The fear of regret and loss has kept many investors from making important investment decisions. Though we’re biologically hard-wired to think and feel this way, there are some tactics we can employ to work through these forces.

The Transience of Economic Moats

Like a medieval moat, all economic moats eventually deteriorate and lose their defensive value. It’s just a question of when it happens and how the company adapts to that change.

In Defense of Dividends

Todd, an analyst at JIC, makes the case for focusing on dividends over the long-term.