Every Now and Then, “Too Good To Be True” Should Not Get a Bad Rap! In my role as a wealth manager, financial firms regularly approach me to discuss planning strategies or investments that they promote as innovative and unique. Most of the time, I find that they are [...]
Maybe you are a professional who has worked for one or just a handful of companies over a long and successful career. During that time, you have been a diligent saver and investor and now find yourself with what some people would view as a “first world” problem. While [...]
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it's possible this trend may continue, some analysts think that value stocks may have strong appeal during the economic recovery.1 No one can predict the market, of course. And past [...]
If you are like the many people I talked to over the spring and summer months, you might be questioning the rationality of the stock market. Millions of Americans are unemployed, some large and small businesses have been closing or filing for bankruptcy in the wake of the Covid-19 [...]
Having just passed the midpoint for the year 2020, I have been reflecting about these unusual times of the Coronavirus. My mind keeps returning to the often used quote “The truth is stranger than fiction”. This old saying, which some think was first written 200 years ago by Lord Byron [...]
Experiencing a major pullback in stocks is never a comfortable feeling. In times like these, we believe it can be helpful to set aside the daily headlines and keep perspective of how stocks have historically performed over the long term. After all, the majority of market participants are long-term investors, [...]
Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are some key differences, including the specific criteria by which particular stocks are selected. If you are nearing retirement or just have a more conservative risk [...]
The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. The S&P Information Technology sector index posted a 13.19% total return from January through July 2018, compared with 6.47% for the broader S&P 500 index (See Note 1 Below). [...]
Should stock investors sell now? It’s been a good year for stocks — for the year-to-date period ending September 30, 2016, the Standard & Poors 500 has returned 7.84% despite the year’s rocky start in January and early February. But has performance been too good? Seven-and-a-half years into the bull [...]
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