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Don’t Gamble With Your Retirement
(Main Content/blog)
... whether you'll be able to achieve your goals and how much risk you'll need to take to do so. Yes, it's true that you'll need to take risk to make money as an investor, but you should not take on more risk ...
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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)
... You shouldn't swing for the fences with aggressive investments that put your hard-earned savings at risk. On the other hand, it's a mistake to be too cautious. While you may want to stash your money in ...
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Here’s Why I’m a “No” on Annuities
(Main Content/blog)
... They provide that reliable stream of income over a specific period or for life. They can help provide financial stability during retirement, and help mitigate the risk of outliving your savings. But ...
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Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... because they attract far more eyeballs than benign ones. But many investors do more than just click on the articles. Frightened that their wealth is at risk, they often react by selling. Some have recently ...
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Improving Bond Yields and the Case for Rebalancing
(Main Content/blog)
... 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
(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)
... Please schedule an individual meeting to discuss your risk tolerances, time horizon, and what strategy might work best for you going forward. ...
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Putting the Market’s Drama in Context
(Main Content/blog)
... Sure, they matter for aggressive stock traders, who are willing to risk huge losses on risky bets about the market's short-term direction. For true investors though, the only thing that truly matters is ...
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Market Turmoil Brings Buying Opportunities
(Main Content/blog)
... removed some of the uncertainty that has plagued tech stocks. Still, even the best-looking stocks are long-term plays, and investing is never without risk. Geopolitical hazards are among those that bear ...
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A Bad Time to Be Over-Diversified
(Main Content/blog)
... risk without the benefit of higher returns. In fact, over-diversification can be a drag on returns. Imagine you bought Apple 30 years ago, when shares were still cheap, and held it; you'd have a massive ...
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Why I Don't Invest in Crypto
(Main Content/blog)
... cryptocurrencies are wildly volatile. In the longer term, they carry heavy regulatory risk—governments around the world very well might pull the rug out from under crypto. First, let's look at crypto's ...
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Time to Make a Shopping List
(Main Content/blog)
... part of the reason they can be so much more profitable than bonds over extended periods. To collect what we call stocks' risk premium, we have to be patient: Over the long term, the market's rise has always ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... is running at a 5.4% annual rate, although it could cool down as supply chain bottlenecks related to reopening subside. Junk bonds, issued by lower-quality companies, usually compensate for their riskiness ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... than they originally did. And that means your portfolio is much more risky than it should be. Investors should review their holdings, potentially take some money off the table and redeploy it into undervalued ...
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What to Know About the Short-Squeeze Trend
(Main Content/blog)
... management and so on. There is always a way for patient investors to make money without taking on extreme risk. Please reach out if you'd like to discuss where the best opportunities for long-term investing ...
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What the Elections Mean for Your Investments
(Main Content/blog)
... Make sure that your portfolio is properly allocated—that you own the right balance of different sectors, and that your risk is in line with your goals and risk tolerance. If it's costing you sleep, you ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... the greatest risk to the economy. Market watchers are hopeful that states can reopen safely, but are looking warily at a surge of new cases in several states. The bottom line: The market has begun rotating ...