Blog Archives

Category: Investments

Five Investment Tasks to Tackle by Year-End

November 23rd, 2020|

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these five year-end investment [...]

Will Your Investments Swim with and Survive the Changing Tides?

November 13th, 2020|

Many of us have heard or seen the stories from people we know. A former colleague had plans to retire but could not do so because a significant position in the stock of his employer unexpectedly took a large tumble and may not recover. Or, you may have heard about [...]

Investing with Confidence for the Long Term

April 17th, 2020|

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, [...]

A Recession Is Here

April 16th, 2020|

The economy has halted for the past several weeks, and with it the longest economic expansion ever has ended, meaning we are now in a recession. What makes this recession unique is the government intentionally brought it on, with the chances for an economic bounce back later this year high [...]

Stock Market Highs: Trick or Treat?

November 11th, 2019|

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach new highs. Those new highs may be causing you to feel a bit [...]

Should You Invest Internationally?

September 13th, 2019|

Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your portfolio. However, it's important to understand the unique risk/return characteristics of foreign investments before sending a portion of your money overseas. Reasons to go abroad [...]

Is It Time for an Investment Checkup?

August 25th, 2019|

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments [...]

Go to Top