“Sequence of events risk” refers to how markets perform after dollars are invested. The reason why it’s significant is because when a person retires may
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If you think you’re the only one whose mood changes if your presidential candidate wins or loses, think again.
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We often refer to bonds as the relatively safer side of portfolios. We use bonds in portfolios for many reasons, including reducing volatility (bonds typically
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A collection of good planning and investment points we thought worth passing along...
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The latest flavor of New Normal is the Magnificent Seven stocks: Nvidia, Microsoft, Apple, Amazon, Google, Meta, and Tesla. The performance of just seven
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We’re not sure there are any more ways to write that market timing doesn’t work, despite the market timing success of your (feel free to fill in the blank with
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People who trade the stock market frequently aren’t concerned about performance over time. They’re concerned with performance each week, day, or even hour
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Market performance over the past two months may have you assuming the market is headed for a down year. While how the market will finish the year is still
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We often write about the benefits of diversification within a portfolio. Diversification entails building portfolios with multiple asset classes; asset classes
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Many investors think they have sufficient knowledge to time the market despite the overwhelming evidence and compelling story to the contrary…Picking stocks is
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Consider December 2019, when unemployment, interest rates, and inflation were at historically low levels. What would you have done with your portfolio if you
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A year like 2022 can test even the most committed long-term investor. With the benefit of 20/20 hindsight, we can all say we saw the market drop coming or that
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