Author Archives: Mark Helm, CFP, EA

About Mark Helm, CFP, EA

Mark Helm is a Certified Financial Planner and Enrolled Agent. He is the founder of Helm Financial Advisors, LLC, a fee-only financial planning firm dedicated to helping people reach their life goals.

Trend Following: My Capitulation to the Evidence

I’ve always prided myself on being an evidence-based investment advisor. Don’t try to persuade me with a good story. I want a reasonable hypothesis, backed by data and rigorous statistical analysis. I want transparent, peer-reviewed research that’s gone through the … Continue reading

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Peering Into The Future: Sort Of

I often tell my clients that the different stock market valuation methods can help us estimate future stock market returns. Naturally, this gets them pretty excited. I mean, knowing the future is pretty helpful when it comes to investing, right? … Continue reading

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Hillary or Trump: Stop Worrying About Things Your Can’t Control

“There is only one way to happiness and that is to cease worrying about things which are beyond the power of our will.” – Epictetus Almost every appointment ends the same these days. “Do you think we should do something … Continue reading

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“Sustainable Alpha” or Why an Investment Advisor’s Job Isn’t What You Think It Is

“You keep using that word. I do not think it means what you think it means.” Inigo Montoya from the 1987 film The Princess Bride. “Alpha” is the holy grail of investing. Alpha simply means outperforming the appropriate risk-adjusted benchmark. … Continue reading

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Squaring the Low Expected Returns’ Circle: Part II

“Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally.” – John Maynard Keynes In my previous blog, I showed the dismal expected returns for U.S. Treasury bonds and large-cap American stocks over the … Continue reading

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Squaring the Low Expected Returns’ Circle: Part I

“Face reality as it is, not as it was or as your wish it to be,” Jack Welch. Alright, Jack, let’s face some reality. Investment returns for your average American investor over the next 10 years or so are not … Continue reading

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Invert, Always Invert!*

The more that I learn about investing, the more I learn that investing is simply rediscovering commonsense lessons about everything in life through statistics. Here’s one a great lesson in how to think about a problem (any problem) by turning … Continue reading

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