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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

The fourth quarter (Q4) of 2018, and the year itself, was marked by volatility, rising anxiety for investors, and a shift in the market environment. It was a year that saw record highs for the stock market ...

Happy Holidays

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

... if you have any last-minute needs or burning questions. That next post will also be my Quarterly Update, and we'll recap the fourth quarter in the markets as well as the rest of the year. Who knows how ...

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

... is that the stock market will be closed tomorrow as part of a national day of mourning for the former president. The stock and bond markets traditionally close following the passing of former presidents ...

More Definitions

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

Continuing our theme from last week, let's review three more of the finance terms folks report having little knowledge of: asset allocation, bull and bear market, and endowment. You may know these terms ...

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 ...

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

A couple of weeks back we learned about some important updates regarding Social Security and Medicare. I had meant to write about them at the time but, as happens every now and then, the markets turned ...

Volatility is Normal

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

As you are no doubt aware, last week was a wild one in the stock market. The Dow Jones Industrial Average, the index most widely quoted in the media, fell about 5% over two days before eventually ending ...

The Expectations Game

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

... as we know, is risky but it's also incredibly confusing and full of contradictions. When markets are positive we tend to expect that to continue and the same is true for down markets. We know that we have ...

Quarterly Update

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

The third quarter (Q3) of 2018 brought new highs for U.S. stocks, volatility overseas, and the continued trudging along of the bond market. Politics held most of the headlines during the quarter, both ...

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

A common topic lately has been the problems with emerging markets and why the asset class is down so much this year. It's important for investors to examine these problems because the asset class is expected ...

CDs Versus Bonds

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

... the total return (including dividends) of core bond index funds like Vanguard's Total Bond Market and iShares Core Aggregate Bond Index are down around 1% - 1.2% while 1yr CDs, for example, currently offer ...

The Tao of Wealth Management

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

... were having their worst days ever. Not easy news to wake up to, but easy to get worked up about. On Thursday we saw the much-maligned Facebook lose about 20% of its market value in a single day. Twitter ...

When Bad News is Good News

Created on Monday, 09 July 2018. Posted in Content/our blog

... of weeks. Last week we saw some interesting and encouraging news from the labor market. The unemployment rate went up to 4%. Why is that good news? Isn't declining unemployment a sign of a healthy economy? ...

Quarterly Update

Created on Tuesday, 03 July 2018. Posted in Content/our blog

The second quarter (Q2) of 2018 seemed to be all about tariffs. There was other market news of course, but headlines regarding the growing trade spat between the U.S. and China were what moved markets ...

Semantics

Created on Tuesday, 26 June 2018. Posted in Content/our blog

... is good. This obviously impacts markets in the short-term. According to Bespoke Investment Group, almost all the market's larger down days in the past few months have been related to tariff news. This ...