North Berkeley Wealth Management’s Post

⚾📈Picture this: A baseball player is up to bat; the pitcher is 60 feet away, where a baseball is thrown at 100 MPH (give or take); the batter is meant to make split second decisions to swing or not. Talk about a difficult call in a short period of time! Now think about those decisions in terms of investment management. Although there are not reports flying at 100 MPH, there are many factors that need to be assessed in a short period of time. Clint McGarvin, CFA, slows the pitch down in his recent writing, follow the link to read more. https://lnkd.in/grf84iph #InvestmentStrategy #WealthManagement #MarketAnalysis #Baseball

Despite bad seasons or strings of bad seasons, each baseball team’s fans hope for the best. Financial professionals and investors would be wise to follow the same strategies. Remain level-headed, plan carefully based on resources and the market, and plan for success. Read more here: https://hubs.li/Q02vSrmZ0

Investing is like baseball, with long-term strategy and patience. Long-Term Strategy and Patience Pay Off: ⚾ Baseball Season: A baseball season is a marathon, not a sprint. Teams play 162 games over several months. Early losses or wins don't determine the final standings. Teams must stay focused on their long-term strategy, continuously improving and making adjustments throughout the season. Success is measured over the entire season, not by individual games. 💰Investing: Similarly, investing is about the long-term journey rather than short-term gains or losses. The stock market experiences fluctuations, and individual investments may have periods of underperformance. However, staying patient and sticking to a well-thought-out investment plan allows for recovery and growth over time. Just as a baseball team doesn't change its strategy based on a few bad games, investors shouldn't make impulsive decisions based on short-term market volatility. #WiseUp

Step up to the plate this baseball season! 🎉 On April 22, 1876, a legendary chapter in MLB history unfolded as the Cincinnati Red Stockings secured a narrow 2-1 victory over the St. Louis Brown Stockings. This marked the National League’s very first Opening Day—a true home run in baseball annals! In today’s unpredictable financial market, consider the Harbourview Fixed Indexed Annuity, your reliable infielder, offering a solid 10% APY in its fixed rate crediting strategy to help guard your financial plays. Meanwhile, aim for a grand slam with a 15% Annual Point-to-Point w/ Cap Rate on the S&P 500 crediting strategy, designed to capture growth even through the most volatile innings. As we tip our caps to America’s cherished game, let’s not forget the game plan for our future. With Oceanview Life and Annuity, you can cover your financial bases, helping to ensure financial peace of mind no matter what curveballs life throws your way. Play ball and secure your financial legacy! ⚾💼   #OpeningDay #FinancialSecurity #InvestmentStrategy #MarketVolatility https://lnkd.in/dCEHijRk  

“My first rule of hitting was to get a good ball to hit.” – Ted Williams In baseball, as in investing, patience and selectivity are key. Ted Williams, one of the greatest hitters, knew that success doesn’t come from swinging at every pitch—it’s about waiting for the right opportunity. In investing, this translates to being deliberate, analyzing carefully, and only acting when the right opportunity presents itself. “In investing, when the right opportunity comes along, hit it hard.” – Stanley Druckenmiller When you finally find that opportunity, it’s time to act decisively. Stanley Druckenmiller’s words remind us that once conditions are favorable, conviction is essential. Whether it’s in business, life, or investing—wait for the right moment, and when it comes, give it your all. #Investing #Opportunities #Patience #Success #TedWilliams #StanleyDruckenmiller #Strategy #BusinessGrowth

🗣️ “Give the game a chance to come to you and often enough it will.” ⚾️Dive into the game-changer - Moneyball. Michael Lewis crafts an exhilarating journey through baseball's evolution, unraveling the brilliant, against-the-odds tactics of GM Billy Beane. It's a story of grit, data, and the triumph of innovation over tradition. Remember the words “innovation over tradition” a reoccurring statement for all those who have made history. Moneyball isn't just a sports story; it's a playbook for rewriting the rules and finding victory in unexpected places. Hit a home run for your mind by reading it⚾ Ps. You don’t have to be a baseball fan to like this book. #SPFE #sportpsychologyforeveryone #ICanMentality #sportpsychology #mentaltoughness #CelebrateSmallWins #DiscoverYourWhy

Here is a concept every investor (and baseball fan) should understand: Reversion to the mean. In mid-April, I posted about how Aaron Judge was off to a slow start. He was batting about 100 points below his career average of .281. Fast forward to today and his average for the season is back in line with his career average. That’s not surprising at all. He reverted to his mean. That being said, it has taken an average during May of .376 to get him back to that point. He is unlikely to sustain that pace as well since it is too far above his career average. Investing in assets can be just like this. Assets tend to revert back to their long-term averages. Just beware that slumps and hot streaks in assets can last over a decade. Patience and a long-term plan are key to staying the course!

Proper perspective is often derived from an appropriate benchmark… Our daily reminder in sports: Private investment firm, Arctos, and the University of Michigan - Stephen M. Ross School of Business are working together to create the Ross-Arctos Sports Franchise Index. This will be used to measure the aggregate value and performance of teams from Major League Baseball (MLB), the National Basketball Association (NBA), National Football League (NFL) and National Hockey League (NHL). Some interesting notes using the proprietary data sets involved: 📈 Delivered an annualized 12% over the last two decades versus 10% for the S&P 500 📉 Price returns have a low correlation to traditional asset classes like stocks and bonds Transaction activity has increased in recent years and should only continue to do so if the National Football League (NFL) joins the other leagues in allowing private equity ownership. #Ownership #PrivateEquity #Benchmark #SportsAdvisors 

What investment pros can learn from the NBA draft:

"It's deja vu all over again?" Our latest blog explores the parallels between baseball wisdom and fixed income markets. Read on for a unique perspective. #fixedincome https://hubs.ly/Q02nNK5S0