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Don’t Gamble With Your Retirement
(Main Content/blog)
... us to the fact that big losses lie ahead. As Warren Buffett said, "The stock market is a device for transferring money from the impatient to the patient." Successful investors invest based on the answers ...
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How to Invest This Election Year
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Investors often worry about poor stock returns during election years, and that's not surprising, given the idea that markets dislike uncertainty. But while election years are often volatile, the truth ...
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Tax-Loss Selling is Losing its Luster
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... I think the long-term potential for stocks I believe in outweighs the attractiveness of short-term tax savings. A big reason I'm less enamored of tax-loss selling has to do with changes in market behavior. ...
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We're Not Out of the Woods
(Main Content/blog)
We’re beginning to hear predictions from some on Wall Street that a fourth-quarter stock-market rally is in the works. But I’d urge caution here. Optimists point out that since 1950, the ...
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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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... $1,000 per month. That continues for the next five years. Assuming an investment return of 7% per year—which is a good bet based on historical market returns—you'll have more than $95,000 at the end of ...
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Why You Should Be Invested Right Now
(Main Content/blog)
There's lots of volatility in the market right now. Since the beginning of the year, the S&P 500 index has risen 9.3%, then fallen 7.8%, only to rise another 14.8%. Since mid-June, it's fallen 1.2%. ...
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Here’s Why I’m a “No” on Annuities
(Main Content/blog)
... for several years also carries an opportunity cost. In other words, you may miss a change to earn higher returns elsewhere. If, for example, we get another bull market where you have a chance to earn 10%, ...
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“Sell in May Go Away” is Not the Way
(Main Content/blog)
... investors are staying out of the market anyway--because they're worried about a recession, a bank crisis and inflation. I believe that's a big mistake. In the current environment, perception and reality ...
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Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... 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
(Main Content/blog)
... to the Federal Reserve's campaign of raising interest rates to fight inflation. And while the bond market as a whole is flat, fixed income is once again looking like it belongs in investment portfolios. ...
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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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A little more than a month ago, markets were in an upbeat mood. Recent data had shown that inflation was finally beginning to slow, and investors hoped that pressure on the Federal Reserve would ease its ...
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Better Inflation News Spells Opportunity
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Last month, I wrote that good news on inflation could be the catalyst that gets the market moving. Well, that good news materialized on August 10: Inflation rose 8.5% in July, down from 9.1% the previous ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... a fall in demand caused by the market’s increasing fear of a recession. That’s not great for the economy, but it could be good for stocks. Investors have been in a defensive mood for months because of ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
... has fallen 30%. When will it end? Markets don't break out of their funk for no reason. They need a catalyst—like strong corporate earnings, or interest-rate cuts, or, to cite a recent example, the approval ...
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For Investors, the Shoe Has Dropped
(Main Content/blog)
The stock market has looked at higher inflation and rising interest rates, and to say that it doesn't like what it sees would be an understatement. Since the beginning of the year, the S&P 500 index ...