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Total: 50 results found.

What's a Mutual Fund?

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

You know that feeling when you're flying on an airplane and the plane hits an air pocket and the drop makes you feel like you're wearing your stomach as a hat? Well, you'd be forgiven if December's market ...

Quarterly Update

Created on Tuesday, 08 January 2019. Posted in Content/our blog

... Bonds: up 2% and up about 1% for the year Top performing sectors in 2018 included traditionally defensive areas like Healthcare, up about 6%, and Utilities, up about 4%. Poor performers included Energy, ...

Don't Believe the Hype

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

The stock market has felt brutal the past several weeks, no doubt about it. The widely-reported point swings on indexes like the Dow and NASDAQ seem eerily reminiscent of the 2008 Financial Crisis, so ...

Round Three

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

This week we'll define some more finance terms, but first let's review a headline from the past few days. You have likely heard that George H.W. Bush passed away on Sunday. What you may not have heard ...

More Definitions

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

... vice versa), the asset allocation process mixes riskier investments, such as stocks, with less risky investments like bonds and cash, to find the optimal blend for an investor. Mixing different categories ...

Happy Thanksgiving

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

... of fundamental terms like "Savings Account", "Net Worth", "Asset", and "Liability", with over 70% of respondents reporting confidence about those terms. But the numbers are almost reversed for terms like ...

Looking for Clarity

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

... reduce conflicts of interest by increasing transparency around the differences between broker-dealers, investment advisors, and fee-only folks like your humble financial planner. A critical piece of ...

Picking Out the Good Stuff

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

These are anxious times for many of you, I know. The stock market has been volatile lately and other news you're hearing may make it seem like things are going from bad to worse. There's good information ...

The Search for Silver Linings

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

It can be hard staying positive amid what can seem like an onslaught of negative news. Whether it's the stock market, politics of the day, or even the horrible tragedy in Pittsburgh this past weekend, ...

Updates to Social Security & Medicare

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

... recent weakness seems like peanuts. For anyone who was sitting around a trading desk at the time, we're told that it was the scariest day of their careers. That being said, look at the simple historical ...

Volatility is Normal

Created on Monday, 15 October 2018. Posted in Content/our blog

... new tariffs still look like they can be absorbed by U.S. companies, interest rates are still rising slowly by historical comparison, and U.S. equity valuations are now marginally below average. As a result, ...

The Expectations Game

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

... While people tend to put themselves firmly in the pessimist or optimist camp, can there be a middle ground where we try to set realistic expectations? I've always liked the quote from Tom Magliozzi, ...

Quarterly Update

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

... but the new broader sector will make up almost 10% of the index. Going forward, companies like Walt Disney, Comcast, Netflix, and Alphabet (Google) that had been in the Consumer Discretionary or Technology ...

A Trip Down Memory Lane

Created on Monday, 17 September 2018. Posted in Content/our blog

You've likely heard on the news and elsewhere that this month is recognized as the ten year anniversary of the stock market collapse and the start of the Great Recession. While anniversaries normally entail ...

What’s with Emerging Markets?

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

... of the developing world, including countries like Turkey (about a 1% weighting) whose currency woes have made news recently. Over time the index, and the funds that track it closely, have performed well. ...

CDs Versus Bonds

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

... questions lately. The issue is that, so far this year, bond investments are mostly negative while yields on cash investments like CDs have turned up in recent months and seem more appealing. Year-to-date, ...

What to Know About Blockchain

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

... of us may even have heard how major companies, including asset managers and brokerage firms like Vanguard and TD Ameritrade, are experimenting with the technology. But what is it? How does it work and ...

Stashing Cash

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

... that's the obvious place for something like CDs. Continue reading... Since the financial crisis, rates (interest earned, also referred to as "yield") on CDs and other short-term risk-free accounts ...

Monday Morning Quarterbacking

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

... Put these together any way you want, and it spells long-term trouble for people saving for retirement. Consider a common scenario. It seems like you can never save any money because your wages aren't ...

Teaching Kids About Money

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

... with money is often flawed, so it's natural to want to shield our kids from that. But the sad reality is that in doing so we're likely perpetuating the problem. Continue reading... The group of dads ...