November 21 2018

A Few Nuggets of Wisdom on Pot Stocks

Last year around Thanksgiving I wrote about the craze around Bitcoin and cryptocurrencies in general. The blog’s main point was that, after seeing record numbers of new accounts opening up for the purchase of Bitcoin, investors shouldn’t rush in with...

August 29 2018

Longest Bull Market:  How Long Can It Go?

We are currently in the longest running bull market recorded since World War II. On Tuesday, Aug.21, the current bull market, which started on March 9, 2009, tied the previous record and a few days later broke the record after hitting all-time highs ...

August 08 2018

What You Need to Know About the 2- and 10-year Spread

If you are a regular consumer of financial media, or if you get your pulse on the market from our monthly Investor Insights newsletter, you have probably seen mention of an indicator called the 2- and 10-year spread. The spread has been a recurring t...

March 24 2017

Tax-Loss Harvesting: How You May Benefit from Investment Losses

Ever heard someone say an investment loss may be beneficial? Sounds counter-intuitive, right? Interestingly enough, there are situations in which an investment loss may be beneficial for your situation. Benefitting from investment losses involves tak...

March 15 2017

5 Steps for Dealing with Market Volatility

If you are going to be an investor, then you have to get used to the idea of market volatility. There’s simply no way around it.

March 08 2017

Marriage Investment Planning When One Spouse is Risk Averse

According to a survey conducted by the American Institute of Certified Public Accountants (AICPA), financial matters are the most common source of discord in marriages. The survey found that financial matters are the source of three arguments per mon...

March 03 2017

Is There Still a Place for Active Investment Management?

There is a perceived notion that technological advances have rendered actively managed mutual funds obsolete. However, nothing could be further from the truth. In point of fact, approximately 70% of U.S. assets are invested in actively managed funds.

January 05 2017

Asset Allocation Strategies for Retirement Planning

The final years leading up to your retirement are critical from a financial planning perspective. During the last five to seven years of pre-retirement and the first few years of retirement itself, you will likely need to make subtle shifts in your r...

December 29 2016

Chasing Performance When Choosing Mutual Funds Can Be A Big Mistake

One of the most common investing mistakes is known as “chasing performance.” This occurs when investors base their buy and sell decisions primarily on how a mutual fund or asset class has performed during a previous short-term time period, such as la...

December 21 2016

4 Strategies For Avoiding the Trap of Emotional Investing

One of the biggest mistakes of many investors is making retirement investing decisions based on their emotions. Doing so can lead to buying high and selling low — which is the exact opposite of a successful retirement investing strategy.