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

... this kind of move has happened just 12 times since WWII. Historically, returns trend higher in the year following these sorts of gyrations but there's also a chance the market reaches what's called a "lower ...

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

I've always felt a sense of inertia during the holiday season. Thanksgiving passes and then time seems to speed up as the end of the year rapidly approaches. As I've done in prior years, my plan is to ...

Don't Believe the Hype

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

... in recent years. Yes, we've had periods of volatility, but they've generally been short-lived. What we've had more of are longer periods of calm. Since markets can't stay quiet and increase in perpetuity, ...

Round Three

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

... be tax-free during retirement. The deal with Roth IRAs is that you can deposit money each year ($5,500 this year going up to $6,000 next year, plus a $1,000 catch-up if you're 50 or over) and invest ...

More Definitions

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

... about their prospects. We're currently within an almost ten-year long bull market for stocks that began in March of 2009 during the Great Recession. Investors have been bullish since then and investment ...

Happy Thanksgiving

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

It's been a tough year for many of you and it's a good time to acknowledge all we have to be thankful for. Personally, I'm thankful for many things, including the trust you place in me as your financial ...

Picking Out the Good Stuff

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

... out there, but sometimes we have to look for it. We learned last week that our economy is continuing its strong run of over eight years of job growth. Our economy isn't perfect, of course, nobody's is, ...

The Search for Silver Linings

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

... posted most of the gains earlier in the year but have been taking it on the chin as investors take profits. Developed foreign markets (such as Europe) and emerging markets (such as China) are each down ...

Updates to Social Security & Medicare

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

... current market volatility and the general outlook. From Bespoke... While Halloween is still 12 days away (remember, this note came out last week on the 19th), the scariest day of the year for many ...

Volatility is Normal

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

... of a run lately, dropped over 5% last week. Emerging markets, the worst performing asset class this year, did better, only dropping about 2%. Bonds, which had been lagging all year, largely did their ...

The Expectations Game

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

... realized premiums may be positive in some years and negative in others. You may even experience a negative premium for several years in a row. For example, the probability of a positive small cap premium ...

Quarterly Update

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

... at home and abroad, but stocks were largely able to ignore this as various aspects of the U.S. economy remained strong. Here's a summary of how major market indexes ended the quarter and year-to-date: ...

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

When rates on CDs are higher than bonds, why invest in bonds at all? If most bond prices are negative so far this year, why not sell them and just deposit the money at the bank where we can earn a couple ...

Stashing Cash

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

...  For years the national average 1yr CD rate was well below 1% but now it's closer to 2%. While they could climb higher in the near-term, yields are high enough to consider for some of your emergency fund ...

Monday Morning Quarterbacking

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

We've all heard stories about folks still working in their golden years because they can't afford to retire. While this is often due to forces beyond their control, there are also common but avoidable ...

When Bad News is Good News

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

... during the Financial Crisis, the so-called headline unemployment rate, or the number most often quoted by the media, had been declining for years as people laid off during '08 and '09 finally found a job ...

Quarterly Update

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

... to continue stoking market volatility in the near-term. With growth still picking up in the U.S., concerns about Europe and developed and emerging Asia lead to year-to-date declines for the major foreign ...