Wondering why your investments have been performing better lately? While I’d love to take the credit, the turnabout for stocks and bonds so far this year is, as always, due to a variety of factors. But ...
Originally when planning to write this week’s post it was going to be a longer piece about all the minutia of I Bonds, those investments made popular by excess inflation. But then I figured there’s so ...
... we’ll be asking of you.
Retirement Plan Updates –
This is a big part of what we do every day in addition to managing investments for most of our clients. I’ve been doing this work myself with Brayden’s ...
... July, but otherwise the mood was decidedly negative and that kept prices volatile all year. According to Bespoke Investment Group, 2022 had a near record number of days when the stock market was down at ...
In recent weeks we’ve been covering some of the stuff you can and should be doing with your investments as we approach year-end. Today let’s add a final layer – the overall portfolio review.
Now, I’m ...
... indirectly increase your investment performance; two, for the most part we don’t have to worry about transaction costs, so the only direct cost associated with harvesting losses is your time. By the way, ...
It seems like I wonder this every year about now, but how is it almost December? Like it or not we’re almost done with 2022 and there are boxes to check when it comes to our investments. I’m going to quickly ...
... one takeaway from last week’s performance is that it’s impossible to time entry and exists into and out of investments with precision over time. Maybe you get lucky once or even twice. But extend that ...
... actionable investment-related information. Really? The timing of the trades by officials profiled in the articles below leaves little to the imagination.
The various federal agencies have their own ethics ...
... while, perhaps amazingly, benefits were continually paid.
But pessimism and fearmongering are good for business. Books, talking heads on TV, websites, and a laundry list of investment product manufacturers ...