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Here’s the Real Lesson of Dow 40,000
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... U.S. equity funds underperformed the S&P 500 (https://www.spglobal.com/spdji/en/spiva/article/spiva-us/). The reason: Rather than just holding on to stocks, they tried to outsmart the market by buying ...
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What “Higher for Longer” Interest Rates Could Mean for Your Investments
(Main Content/blog)
... could struggle in the next few months. Another sector that is likely to be hit hard by a higher-for-longer environment is small-cap stocks. Smaller companies need to borrow capital to grow, and higher ...
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Don’t Gamble With Your Retirement
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Looking for an investing shortcut that will change your life? You've got plenty of company. Especially when we hear about things like hot stocks or genius fund managers or soaring cryptocurrencies, it's ...
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How to Invest This Election Year
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... throughout the year. But first, it's important to evaluate the risk in your portfolio. That's because the large-cap stocks that carried 2023's big returns, including the big rally at the end of the year, ...
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Tax-Loss Selling is Losing its Luster
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The end of the year is in sight, and soon countless investors will start selling losing stocks in order to gain tax writeoffs. The practice, known as tax-loss harvesting or tax-loss selling, is extremely ...
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We're Not Out of the Woods
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... and a half, that the rate-hiking cycle may be over. That would be good news for stocks; while the S&P is still up 13% for the year, it’s dropped more than 5% since the start of August. The rate hikes ...
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The Big Question: When Can I Retire?
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... People are especially nervous about their retirement savings now because of the nasty inflation we’ve experienced in the past couple of years, as well as last year’s market rout of both stocks and ...
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How to Fix Your Retirement Savings
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... of stocks and bonds, with risk levels that are tailored to your goals, tolerance for market volatility, and time horizon. It's never too late to get started. Please contact us if you'd like to learn ...
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Why You Should Be Invested Right Now
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... and savings accounts. And while long-term investments in stocks and other assets may rise and fall in the short term, history shows over the long run they help investors beat inflation and earn enough ...
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Here’s Why I’m a “No” on Annuities
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... a rate of return over a set time period, did particularly well, more than doubling their sales from the previous year. Why are annuity sales surging? One reason is that stocks and bonds both had terrible ...
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“Sell in May Go Away” is Not the Way
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... The gap between perception and reality is an opportunity for investors. Right now, many great companies' stocks are bargains, thanks to irrational market behavior. I'm buying selectively on market pullbacks. ...
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Take the Long View, Ignore the Scary Headlines
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... pulled all their money out of bank stocks, or even the entire market. But what's interesting is that amid all of 2023's scary headlines, the stock market's up almost 6%. Scary headlines can be accompanied ...
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Improving Bond Yields and the Case for Rebalancing
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... Bonds' traditional role in an investment portfolio has been to balance the risk of stocks, which historically have been more volatile than bonds. Stocks, meanwhile, are supposed to provide more long-term ...
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How to Get Back into the Market
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Last year was a tough one for investors, with stocks and bonds both experiencing bear markets. Now, with markets off to a promising start in 2023, many investors are focused on figuring out which stocks ...
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Five Predictions for 2023
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This past year has been one to forget—a bear market for stocks, the worst year ever for bonds, and raging inflation and rising interest rates to top it off. Will 2023 be better? While no one can predict ...
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Putting the Market’s Drama in Context
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Are stocks finally bouncing back? The S&P 500 index is up about 2.4% in November, and investors are asking whether that signals the end of the bear market. My opinion, as an investment advisor for ...
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Fighting Temptation in a Volatile Market
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The 13-year period through early 2022 was a very lucrative one for investors, with stocks, as measured by the S&P 500 index, returning more than 400% over that time. But since the market's high on ...
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Understanding the Fed’s Rate Hikes and the Market
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... that fact. As volatility occurs, good businesses wind up being sold off alongside bad ones. Market pullbacks can create the opportunity to own great stocks that were recently prohibitively expensive. It's ...
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Better Inflation News Spells Opportunity
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... year in the books, we should see stocks start to perform better. It's highly unlikely that this will be a smooth ride, though, so investors should buckle in. One major headwind for stocks is that the Federal ...
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Is the Next Stock Market Catalyst Taking Shape?
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In last month’s blog, I explained that good news on inflation could serve as the catalyst to break stocks out of their long slump. Well, the latest inflation data, issued on July 13, are the opposite ...