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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
... own. Some investments are more vulnerable to rising rates than others. And bear in mind that market dips can be buying opportunities: It's always a good idea to have a "shopping list" of stocks that you ...
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Time to Make a Shopping List
(Main Content/blog)
... investment portfolio, though. It's important to manage risk by rebalancing when one asset class grows too dominant. And we should keep our eyes peeled for the opportunities that market volatility can provide. ...
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How to Handle the Market’s Volatility
(Main Content/main)
... with us for a while. So what does that mean for you as an investor? There are a couple of things to bear in mind. First, the negative headwinds could affect the value of your investment portfolio. But ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... with us for a while. So what does that mean for you as an investor? There are a couple of things to bear in mind. First, the negative headwinds could affect the value of your investment portfolio. But ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
Where should you invest your money? Right now, that's a far from a simple question. If you have new cash to put to work, or if you're ready to take some profits on existing investments and reallocate ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... at the same. His plan calls for raising the current 20% rate on capital gains to 39.6%--but only for households with income exceeding $1 million in a given year. The 3.8% Medicare surtax on investment ...
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When Will Stocks Rise Again?
(Main Content/blog)
... they are more likely to fall. There will be more good opportunities down the road, but for now, patience is a virtue. Don't hesitate to get in touch with us if you'd like to discuss your investments. ...
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How to Invest for Inflation
(Main Content/blog)
... from high-flying growth stocks and toward value investments. That doesn’t mean you should get out of the market altogether; doing so is almost always a mistake because no one can predict ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... the stock market, which makes this a good time to review your investment portfolio. As Treasurys' yields rise, so does their attractiveness as a safe alternative to stocks. That can create volatility in ...
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The Stock Market Rotation is Here
(Main Content/blog)
... Meanwhile, it's important to remain prepared for volatility. That means keeping your investment portfolio diversified, being patient, and investing based on companies' underlying strengths. It's been ...
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What to Know About the Short-Squeeze Trend
(Main Content/blog)
... My strong advice is to not swim in shark-infested waters. If you're serious about building wealth in the stock market, make long-term investments based on stocks' fundamentals, such as revenue, debt, ...
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What the Democrats' Win Means for Stocks
(Main Content/blog)
... key then will be knowing what to buy and when to buy it. If you’d like to discuss your investments, please don’t hesitate to get in touch. ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
... investment, even if the purpose is to reallocate that money into other investments, triggers capital gains taxes. Rather than selling, consider donating appreciated stock to charity or gifting shares. ...
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Vaccine News Shakes Up the Market
(Main Content/blog)
... health crisis. But what does that news mean for your investments? If you've loaded up on stay-at-home stocks—such as e-commerce, teleconferencing and streaming entertainment companies—it may be time to ...
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President Trump's Coronavirus Diagnosis: Market Impact
(Main Content/blog)
... an investment portfolio for the pandemic era. ...
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Capital Gains Tax Hike a Possibility
(Main Content/blog)
... earning capital gains above $1 million per year. Long-term capital gains — the sale proceeds from stocks, bonds, mutual funds, real estate and other investments that are owned for more than a year — ...
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What the Elections Mean for Your Investments
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... Please don't hesitate to contact me if you'd like to review your investments. ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... debt stay in business and make a profit. I'd even look at airlines here, not as long-term investments but as short-term, opportunistic plays. Southwest Airlines stock, for example, has lost more almost ...
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Be Very Careful Here
(Main Content/blog)
... buying at current prices. And when buying opportunities arise, be ready. Please don't hesitate to contact me if you'd like to discuss your investments. ...
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Fear Means Opportunity
(Main Content/blog)
... to buy, and when. Please don't hesitate to contact us if you'd like to discuss your investments. ...