The Value of Long Term Investing

When building wealth for the long term, your goal should be long term investing ‒ time in the market versus timing the market. This view represents the difference between being a long-term owner and a short-term renter (of stocks). If you can only take one investing axiom to heart, long term investing might be the

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Quantifying a Financial Advisor’s Value

Quantifying a financial advisor’s value has become easier in recent years as financial services firms have undertaken and completed studies on the matter.  Firms such as Vanguard, Morningstar, Dalbar and most recently Russell Investments, have added to the body of knowledge on this topic. The significant global changes of the past 24 months have prompted

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Investing Lessons from the Pension World

Investing lessons from the pension world help us to focus on the critical importance of matching our long-term retirement liabilities with proper long-term investment assets. Investing Lessons from the Pension World Help Us Generate Better Retirement Expense Estimates Asset/liability matching originated in the pension world.  Pension managers are responsible for meeting specific objectives, namely, paying

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Dividend Reinvestment is a Compounding Accelerator

A deliberate dividend reinvestment strategy executed with care, prudence and a focus on dividend growth stocks  within a diversified portfolio may allow investors to accelerate the mathematical power of compounding investment returns, a process that famed theoretical physicist Albert Einstein called the “eighth wonder of the world.” Investors who examine the benefits of dividend reinvestment

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Investing in High-Quality Companies

Investing in high-quality companies at a fair price and owning them a long time is our core investment discipline.  At Intelligent Capitalworks, we believe that the key to long-term investment success is being a discriminating buyer and a patient owner of great businesses. We didn’t invent this investment strategy ‒ it’s been applied by many

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