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Total: 49 results found.

What's a Mutual Fund?

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

... low" during that timeframe. If nothing else, this should accentuate the point that it's impossible to successfully "trade" market volatility. Let's review two more finance terms from the YouGov poll ...

Quarterly Update

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

... good sign. Because of this continued economic growth the Federal Reserve raised its short-term interest rate benchmark four times during 2018, or a total of 1%. The Fed has raised rates nine times in ...

Happy Holidays

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

... Happy Holidays! I hope you get to spend time with family and friends and appreciate the little things that make your life wonderful. Let's review two more finance terms from the YouGov poll we've looked ...

Don't Believe the Hype

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

... it's natural to be concerned. This is all a bit overhyped by the media, but that goes with the territory. We've been reviewing definitions to key finance terms lately, but with the stock market going ...

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

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

... One of my jobs, so far as I see it, is educating you about the terms, themes, and jargon that's most important to your financial health over time. Without basic knowledge it's hard to know what questions ...

Looking for Clarity

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

... about the differences in fees and conflicts of interest, and the meaning of the term "fiduciary". This is ironic because how could you make better informed decisions without understanding these topics? ...

Picking Out the Good Stuff

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

... all seriousness, it's important to frequently review the current market environment and the longer-term outlook. Don't just take it from me, however. Read below for a collection of excerpts from two recent ...

The Search for Silver Linings

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

... "investors are dumping stocks," remember someone is buying them. Those people are often the long-term investors. 3. Market timing is hard. Recoveries can come just as quickly and just as violently as ...

Updates to Social Security & Medicare

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

... had 'bought' the S&P 500 at the end of September 1987 before the crash and held through today. While anyone making that trade in 1987 would have felt pretty stupid pretty quickly, over the long term, ...

Volatility is Normal

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

... job and held their value, increasing a fraction for the week. In short, returns were all over the place while being generally negative. I've mentioned before how so much of successful long-term ...

The Expectations Game

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

... some investors consider long term. This is not just a hypothetical exercise because the cumulative value premium has been negative for the past 10 years in the US, while the market and size premiums were ...

Quarterly Update

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

... shaky in the near-term. Continue reading... Domestic stocks outperformed foreign stocks during the quarter, extending a trend from earlier this year. Emerging market stocks fared worse due largely ...

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

... outperformance in our stock market. But it's a problem nonetheless, so what's a long-term investor to do? As I've mentioned previously, EM is expected to be a growth engine over the long-term. But the ...

CDs Versus Bonds

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

... the wrong thing to do with your long-term savings. Continue reading... A couple of weeks back we explored how to think about cash and where to consider stashing it. We talked about "cash-cash", which ...

Stashing Cash

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

... we mean when we say "cash". As I see it, there are three primary types of cash and clearly differentiating them is important: "Cash-Cash": My technical term for what should be in your checking account. ...

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

... their understanding of an already challenging topic. But the group was talking more about tactics than longer-term strategy. And the conversation started getting hazy when we turned to the core money ...