Buying low and selling high is easier said than done. Fear, greed, an inflated sense of forecasting and other biases constantly muddle the decisions of experts and novices alike. And yet, there’s a frequent scenario in which many investors adhere to ...
The S&P 500 flirted with bear market territory in December, with stocks trading downward on fears of rising interest rates, slowing economies and trade concerns. On Christmas Eve the index closed at 2,351.10, down 19.78 percent from its September...
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...
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 ...
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...
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...
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.
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...
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.
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...