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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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Tax-Loss Selling is Losing its Luster
(Main Content/blog)
... 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)
... of returns you’re going to need to retire comfortably and meet other goals. But in the short term, we’re likely in for some instability. My advice to investors right now is to be very ...
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Why You Should Be Invested Right Now
(Main Content/blog)
... about 4% a year. Whether your cash is intended for short-term or long-term use, it should be invested right now. There are good yields right now on short-term bonds and money market funds, and even CDs ...
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Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... flow, you have to be right again and again and again. The odds of accomplishing that, and of earning a positive return over the long term, are very low. The key to successful investing is using a long-term ...
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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)
... could be winners, when to buy, and even whether the January rally is a head fake. But before making investment decisions, I recommend that investors step back, take a breath, and think longer-term. First ...
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Putting the Market’s Drama in Context
(Main Content/blog)
... nearly two decades, is this: It doesn't matter. For long-term investors—the people who are saving and investing for college or retirement or a second home—the market's ups and downs are pretty much irrelevant. ...
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Fighting Temptation in a Volatile Market
(Main Content/blog)
... out and look for perspective. Volatility and even bear markets are the price of getting access to the markets' long-term returns. That 13-year run-up in the S&P included many significant setbacks, ...
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Understanding the Fed’s Rate Hikes and the Market
(Main Content/blog)
... that it will continue to act aggressively to combat inflation. In the fastest rate-increasing cycle since the 1980s, the Fed has now moved the short-term rate it controls from near 0% to between 3% and ...
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Better Inflation News Spells Opportunity
(Main Content/blog)
... to invest. It may be wisest to nibble in the near term, and if and when the good news continues, to get more and more fully invested. Don't hesitate to reach out to us if you'd like to discuss your investments. ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... time to start planning how to invest it. Stocks are likely to be volatile for some time, but investing in the right areas soon could yield good long-term results. Bear in mind that many quality stocks ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
... if you have a short-term investing horizon and may need your money back within the next year. That's because it's not clear when the market will hit bottom and stabilize. What's important to remember is ...
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For Investors, the Shoe Has Dropped
(Main Content/blog)
... 2020, or a shift downward like we're experiencing now, tends to be dramatic. In the current selloff, less-profitable companies and those built on stories about long-term potential were hit first and ...
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What the Crashes of Netflix and Facebook Tell Us
(Main Content/blog)
... Netflix had crashed 69% from its highs, and Meta (as Facebook's parent is now called) had plunged 34%. These two stocks' fall should be a wakeup call, if any were still needed, for long-term investors: ...
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Market Turmoil Brings Buying Opportunities
(Main Content/blog)
... P/E ratio has fallen in half, from 50 to 25, for instance. But investors sold indiscriminately ahead of the anticipated interest-rate hikes. So companies with sustainable long-term business strengths have ...
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A Big Market Shift is Underway
(Main Content/blog)
... the cost of borrowing. Thus, the long-term earnings potential of companies like Tesla or Peloton become less appealing when interest rates climb. The tech-heavy NASDAQ index is down 7% since early November, ...
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Why I Don't Invest in Crypto
(Main Content/blog)
... the value of U.S dollars in circulation. Lots of investors have jumped on the crypto bandwagon, including celebrity billionaires like Elon Musk. I'm steering clear. In the short term, Bitcoin and other ...
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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
... Should that pattern continue, it would likely prompt the Federal Reserve to raise short-term interest rates. Tightening the money supply—or in plain English, making money more expensive—could cool the ...
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Time to Make a Shopping List
(Main Content/blog)
... infrastructure bill all weighing on investors' minds, there's no immediate turnaround in sight. But the best thing long-term investors can do right now is to stay positive. Stocks' ups and downs are ...