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

... 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 year, however, while a variety of headlines seemed to coalesce at times to rile the markets. Stocks have recovered from their lows somewhat, but anxiety remains high amid a myriad of risks. Here's ...

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

... we were due for an uptick.   What does all this mean for you? Frankly, it should serve as a reminder that investing in stocks and bonds is a long-term endeavor because returns grow over time. ...

Round Three

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

... in stocks, bonds, mutual funds, CDs, whatever you want. If the money grows over time you can take the money out of the account when you're retired and pay no tax on the gains you've made. Say you deposit ...

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

...  Coming into 2018, the path forward for markets seemed clear: U.S. stocks would rise modestly after an exceptionally strong 2017, the dollar would continue its fall and international equities would once ...

The Search for Silver Linings

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

... finding the silver lining can seem like searching for a needle in a haystack. Through yesterday this has been the 8th worst October for stocks since 1928, with the S&P 500 down almost 10% and the ...

Volatility is Normal

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

... the week on a positive note. The index ultimately declined a little over 4% for the week. Other indexes did worse while some fared better. The index for small company stocks, which had been on a bit ...

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

... reading... The example below shows an investor with a moderate portfolio allocation of 60% in stocks and 40% in bonds (represented by SPY and AGG, funds that track the S&P 500 and Barclays Aggregate ...

What’s with Emerging Markets?

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

... This outperformance is expected to continue. Compared with growth assumptions for U.S. stocks of about 6.5 – 7.25% on average over the next ten or so years, EM is expected to grow by 8.25%. But higher ...

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 ...

Quarterly Update

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

... each down about 3%, mostly due to tariff concerns. Following the S&P 500's technical market correction during the first quarter, investors were anxious about stocks as we entered Q2. The S&P ...

That Darn Mortgage

Created on Monday, 04 June 2018. Posted in Content/our blog

... off the more expensive debt. But since most of us own more than just bonds, the thought process gets more complicated. Let's say you have a $500,000 investment portfolio with 60% (or $300,000) in stocks ...

Staying Focused Amid the Noise

Created on Tuesday, 15 May 2018. Posted in Content/our blog

... The first article warns investors: "As stocks have rebounded from a scary early February slide, the up and down may be foreshadowing a new more volatile period for markets." The second talks about how ...

Quarterly Update

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

... ended the quarter: S&P 500: down 0.8% Down Jones: down 2% Russell 2000 (small company stocks): about flat MSCI EAFE (foreign stocks): down 1.4% MSCI EM (emerging markets): up 1.5% U.S. ...

Mixed Messages

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

... wondering just who's right, the bulls or the bears. Stocks had staged a bit of a comeback earlier this month after the correction in February, only to go crazy again in the past couple of weeks. Seemingly ...