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Fear Means Opportunity
(Main Content/blog)
... in line for government help, have way too much debt and uncertain futures. That means avoiding the temptation to buy, for example ultra-cheap energy companies and airlines. In other words, don't invest ...
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What the Coronavirus Means for Investors
(Main Content/blog)
... researchers believe that the disease's spread is likely to peak in mid-to-late-February. Warming weather should help, and of course a vaccine, which drug makers are working on, would be a game changer. ...
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How to Lose Money in the Stock Market
(Main Content/blog)
... among market sectors and styles – periodically. This helps to give you the best opportunity for growth while avoiding undue risk. That's very different from market timing, though. As an investor, one ...
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The Coming Corporate Debt Cliff
(Main Content/blog)
... new bonds to refinance their maturing ones, they could either default or be forced to sell off business divisions to raise money. That could hurt earnings, lead to layoffs and even help fuel a recession. ...
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Progress in the Trade War
(Main Content/blog)
... strong, durable earnings, and that are reasonably priced. Choosing individual stocks with the help of an expert investment advisor can, in a situation like the current one, give you a chance to outperform ...
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Interest Rate Cuts: Too Little Too Late?
(Main Content/blog)
... reason the Fed's coming rate cuts won't help is that they're late to the party. In making its policy decisions, the Fed uses backward-looking data—such as last month's employment growth. While it's studying ...
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Reaching Your Goals Vs. Spinning Your Wheels
(Main Content/blog)
... not only have a vision, but who work with experts who can help them create and execute a plan. Achieving big life goals usually means creating the means to pay for them. And that is where the guidance ...
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The Biggest Mistakes Investors Make
(Main Content/blog)
... guarantee you financial success in the long run. To make smart decisions and avoid the kinds of mistakes discussed above, it can help to have a good financial advisor review your situation and guide ...
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The Investment Outlook Is Changing
(Main Content/blog)
... helped stocks soar, increasing their price to earnings ratios to expensive territory. Those high prices, along with the Fed's interest-rate hikes and stimulus drawdown, helped to trigger the big selloff ...
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A Smart Investing Move to Start the Year
(Main Content/blog)
One of the most important parts of successful investing is making course corrections on a regular basis. In a nutshell, this means well-thought-out buying and selling designed to a) help keep your portfolio ...
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Why a Year-End Financial Checkup Is Smart
(Main Content/blog)
With the year winding to a close, it's important to take specific steps in regard to your finances. Below are five actions that can help save you significant amounts of money and become more confident ...
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What the Market Plunge Means for Investors
(Main Content/blog)
... Republicans in control in Washington, banks are less heavily regulated, which could help profits. Rising rates could also cause more companies to merge. Mergers generally create cost savings, which boosts ...
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What Will Kill the Bull Market?
(Main Content/blog)
... locked in losses. And they almost always get back into the market well after it's been rising, which means they've lost out on gains. Market timing helps to explain why individual investors tend to badly ...
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Trade War Ahead? Here’s What to Do
(Main Content/blog)
... holdings and walk you through your options, please reach out and we'll help. ...
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How to React to the Market’s Ups and Downs
(Main Content/blog)
... that's not helpful is to pay attention to the talking heads on cable television shouting: "buy buy buy!" or "sell sell sell!." Remember that a lot of commentators out there stand to make money for their ...
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How a Tax Failure Could Topple the Market
(Main Content/blog)
... continues to help fuel the market. But what President Trump and Congress are not able to pass their big, ambitious package of tax cuts? In that scenario, I believe that the market could very well fall ...
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Why Your Advisor Should See Your Taxes
(Main Content/blog)
... must see your tax return in order to provide you with the best investment advice. It's the reason that, although I'm primarily an investment advisor and planner, I personally help with many of my clients' ...
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Where to Buy in an Expensive Market
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... value investments require patience. Those that reward investors do so over time, not immediately. But such stocks often have strong dividend yields that help us to remain patient. Target’s yield is about ...
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How to Get (and Stay) on Track for Retirement
(Main Content/blog)
... Are you living larger these days? Or more modestly? All of that helps determine the amount of retirement income you'll need, and sets the stage for any needed adjustments you can make right away. If ...
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Market Uncertainty Arises: How to Invest
(Main Content/blog)
... not happen. Trump's policies in areas like trade may help or hurt American companies. We won't know how government actions will affect markets for months. But value investing doesn't rely on developments ...