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Don’t Gamble With Your Retirement
(Main Content/blog)
... easy to get frustrated with the seemingly slow progress of a sensible, diversified portfolio. But if you're trying to achieve long-term goals like being able to retire at a reasonable age, over-aggressive ...
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How to Invest This Election Year
(Main Content/blog)
... that emotions will be in full swing as the November election approaches. But where your investment portfolio is concerned, it's important to be calm and rational, to minimize your risk and be ready to ...
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We're Not Out of the Woods
(Main Content/blog)
... selective about what you buy, to avoid taking big swings on risky stocks, and to make sure your portfolio contains companies that are strong enough to make it through some turbulence. Remember that there ...
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The Big Question: When Can I Retire?
(Main Content/blog)
... Family health history can yield some clues there. Do you want to live large in retirement or pursue a simpler lifestyle? And how much risk are you willing to take in your retirement portfolio in hopes ...
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How to Fix Your Retirement Savings
(Main Content/blog)
... a bank account, or buy safe Treasury bonds, those investments won't give you the kind of returns that will grow your money adequately for a comfortable retirement. What's needed is a diversified portfolio ...
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Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... including the number of year until your retirement or other goals. This doesn't mean that investors should ignore their portfolio for five or 10 years. There will always be opportunities along the way ...
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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
(Main Content/blog)
... of risk. To populate your portfolio, your advisor can then recommend specific stocks, bonds and other investments that have the most favorable prices, business outlooks and other qualities. If you've ...
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Five Predictions for 2023
(Main Content/blog)
... years. Bonds have yielded next to nothing in recent years, leading investors to rely more and more on stocks in their portfolios. The Fed's war on inflation has changed things though. The benchmark 10-year ...
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Putting the Market’s Drama in Context
(Main Content/blog)
... owning good companies over long periods of time. And this happens to be a very good time to make sure that the holdings in your portfolio are optimized to get you where you'd like to go. Investors should ...
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Fighting Temptation in a Volatile Market
(Main Content/blog)
... and our portfolios and trust that positive returns lie ahead. Consider the fact that between 1930 and 2021, the S&P 500 ended 30 years in negative territory, but 62 in positive territory. While 2022 ...
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For Investors, the Shoe Has Dropped
(Main Content/blog)
... hesitate to reach out to us if you'd like to discuss your investment portfolio. ...
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What the Crashes of Netflix and Facebook Tell Us
(Main Content/blog)
... When high-momentum growth stocks fall out of favor with investors, they can sell off dramatically. Portfolios must be built to withstand changing market conditions and the volatility that often characterizes ...
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A Bad Time to Be Over-Diversified
(Main Content/blog)
You've heard of diversification: Spreading your investments around to avoid being over-exposed to any one type of asset. Done properly, diversification can help reduce the volatility of your portfolio ...
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A Big Market Shift is Underway
(Main Content/blog)
... the one we’re seeing can last six or 12 months, so there’s plenty of time to update your portfolio mix. An experienced investment advisor can help you to identify the best-positioned stocks going forward. ...
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Time to Make a Shopping List
(Main Content/blog)
... a conservative portfolio of 60% S&P 500 stocks and 40% bonds, and you rebalanced regularly, you would have about $390,000 by 2021. That's an average compound annual growth rate of about 8%. And that's ...
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How to Handle the Market’s Volatility
(Main Content/main)
... with us for a while. So what does that mean for you as an investor? There are a couple of things to bear in mind. First, the negative headwinds could affect the value of your investment portfolio. But ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... with us for a while. So what does that mean for you as an investor? There are a couple of things to bear in mind. First, the negative headwinds could affect the value of your investment portfolio. But ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... now of the percentage of cash within your overall portfolio. Inflation will eat away at its value, and if the market rises quickly you won't capture as much of the gains. Please don't hesitate to contact ...
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How to Invest for Inflation
(Main Content/blog)
... promising stories increases your odds of owning a stock that can really impact your investment portfolio if you’re patient. This is where a seasoned investment advisor who really knows how to analyze companies ...