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Total: 50 results found.

What's a Mutual Fund?

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

... volatility generated a similar sensation. And you'd be forgiven again if the recent upsurge caught you equally by surprise. Through last week, the S&P 500 (our best barometer for US stocks) had surged ...

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

... as a tax deduction. The government gives investors this special tax treatment on capital gains and losses because it wants to stimulate investment in stocks, bonds, real estate, small business ownership, ...

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

... 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

... basically what an index fund does. It's a fund that seeks to mimic the performance of a market index like the Dow, the S&P 500, and so forth. The managers of the fund do this by either buying stocks ...

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

... equity investors is today, as it represents the anniversary of the 1987 stock market crash 31 years ago. When you consider the fact that the S&P 500 fell 20% in a single day back in October 1987, the ...

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

...  First, let's review some fundamentals about expectations in the financial markets. 1. Stocks have higher expected returns than safer investments like Treasury bills. If it is widely known that stocks ...

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

... parts of the global stock markets. Let's define what we mean by "emerging markets", or EM. Technically speaking, EM is an asset class driven by a major index provider, Morgan Stanley Capital International ...

CDs Versus Bonds

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

...  You'll notice the dip during the first part of this year in the chart above. Bonds dropped (and so did stocks) on better-than-expected economic news and fears that interest rates would rise faster than ...

What to Know About Blockchain

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

... percent of your investment portfolio, or some other amount that you're fully prepared to lose. The indirect method of investment would be better, I think. This is accomplished by owning stock in major ...

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 ...

The Tao of Wealth Management

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

... was disconcerting for folks who were too heavily invested in these companies, investors who were appropriately diversified felt minimal impact. In fact, on the day of Facebook's decline, major stock market ...

Quarterly Update

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

... most. Even with the disconcerting headlines and market volatility, the U.S. stock market faired decently during the quarter, while foreign markets suffered the bond market held steady. The Technology ...