Search

Search Parameters
Search Only:

Total: 50 results found.

What's a Mutual Fund?

Created on Tuesday, 15 January 2019. Posted in Content/our blog

... this kind of move has happened just 12 times since WWII. Historically, returns trend higher in the year following these sorts of gyrations but there's also a chance the market reaches what's called a "lower ...

Happy Holidays

Created on Tuesday, 18 December 2018. Posted in Content/our blog

... at in recent weeks: Capital Gains and Losses, and Adjustable-Rate Mortgages. Roughly half of Americans polled had little or no knowledge of these terms. Think about that. Continue reading... Capital ...

Don't Believe the Hype

Created on Tuesday, 11 December 2018. Posted in Content/our blog

... why, you may ask, is the market freaking out about recession risk if such an important indicator isn't flashing red yet? Perhaps ironically, the answer has more to do with just how quiet markets have been ...

More Definitions

Created on Tuesday, 27 November 2018. Posted in Content/our blog

... (not just because the market is down, political concerns, etc). Continue reading... Bull & Bear Market – While the history on this is unclear, these terms have interesting beginnings. Market ...

Happy Thanksgiving

Created on Tuesday, 20 November 2018. Posted in Content/our blog

...  Index Fund – Have you ever heard the news reporting the market's performance ("...in market news, the Dow was up 500 points today...") and thought, "Why can't I just invest in that"? Well, that's ...

Looking for Clarity

Created on Monday, 12 November 2018. Posted in Content/our blog

... were confused about the key topics they had just reported the document helped them to understand. They didn't understand the key differences between brokers and advisors, for example. They were also confused ...

Picking Out the Good Stuff

Created on Monday, 05 November 2018. Posted in Content/our blog

... it is also indicative of an economy in the later portion of the economic cycle. But just because the next phase of the cycle is a slowdown or recession, it doesn't mean one's right around the corner. It ...

The Search for Silver Linings

Created on Monday, 29 October 2018. Posted in Content/our blog

... mostly about building knowledge and dealing with the psychological aspects of investing. Nail those and the rest is a cake walk. Continue reading... Volatility is back. Just as many people were ...

Updates to Social Security & Medicare

Created on Tuesday, 23 October 2018. Posted in Content/our blog

... to be rising for just about everything and rising prices impact those living on a fixed income the most. Healthcare costs are rising as well, but folks on Medicare are getting some good news too. Part ...

The Expectations Game

Created on Monday, 08 October 2018. Posted in Content/our blog

... better the purchase. Similarly, a stock's price has many inputs. Expectations about future profits, different types of risk, and investor preferences are just a few examples, but you don't need a model ...

Quarterly Update

Created on Monday, 01 October 2018. Posted in Content/our blog

... are generally more "bullish", and other key indicators are positive. The Institute for Supply Management's Manufacturing Index just dipped below 60 (readings above 50 are said to be "expansionary") but ...

A Couple of Updates

Created on Monday, 24 September 2018. Posted in Content/our blog

... this business to serve you and your long-term goals it's important to keep up with the evolving technological landscape. Along these lines, here are a couple of updates designed to make your life just ...

What’s with Emerging Markets?

Created on Tuesday, 11 September 2018. Posted in Content/our blog

... expected returns come with higher expected volatility. Just as with the bonds versus cash debate from last week, or any publicly traded investment versus cash for that matter, you're going to have to endure ...

CDs Versus Bonds

Created on Tuesday, 04 September 2018. Posted in Content/our blog

When rates on CDs are higher than bonds, why invest in bonds at all? If most bond prices are negative so far this year, why not sell them and just deposit the money at the bank where we can earn a couple ...

What to Know About Blockchain

Created on Monday, 27 August 2018. Posted in Content/our blog

...  Are blockchain and bitcoin the same thing? No. Blockchain is the technology behind bitcoin. Bitcoin can't exist without blockchain just like Google can't exist without the internet. How does blockchain ...

Stashing Cash

Created on Tuesday, 21 August 2018. Posted in Content/our blog

... going to be spent within the next few months. Portfolio Cash: This is cash in your retirement and brokerage accounts. It's not just lingering but is part of your overall stock/bond/cash allocation. This ...

Monday Morning Quarterbacking

Created on Tuesday, 14 August 2018. Posted in Content/our blog

... per capita from 2004, adjusted for inflation. They had $168 billion in outstanding car loans in 2017, 25% more per capita than in 2004. They had more than six times as much student-loan debt in 2017 than ...

Teaching Kids About Money

Created on Tuesday, 07 August 2018. Posted in Content/our blog

... a concept (and a changing one at that – think Bitcoin) versus something real, cash in your pocket, it's got to be hard for kids to learn about something they can't feel or see. Or maybe it's just hard ...

The Tao of Wealth Management

Created on Tuesday, 31 July 2018. Posted in Content/our blog

In the world of investing there are any number of news items floating around every week (or every day) that can throw you off your game. Just last week, for example, we heard that technology companies ...

Who Do You Trust?

Created on Tuesday, 19 June 2018. Posted in Content/our blog

... trusts allow you to help a spendthrift adult child (as Mr. Lee's daughter is reported to be), whereas a will could just give them a chunk of spending money with no restrictions. The Lee's apparently ...