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Total: 50 results found.

  1. How to Get Back into the Market  

    (Main Content/blog)

    ... be a comfortable retirement. Once you know your goals, an experienced investment advisor can help you develop a mix of investments that gives you the best chance to achieve them with the least amount ...

  2. Five Predictions for 2023

    (Main Content/blog)

    ... should lend momentum to the eventual market Past performance is no guarantee of future results, markets can go up and down and not all investments are right for you and your individual circumstances. ...

  3. Putting the Market’s Drama in Context

    (Main Content/blog)

    ... really take stock of what they own every year, but because of the way the market soared between the Spring of 2020 and the end of 2021, many have neglected to do that. Keeping your investments on autopilot, ...

  4. Fighting Temptation in a Volatile Market

    (Main Content/blog)

    ... may end up being a down year, the market is cyclical, and setbacks have always set the stage for more gains. If you're tempted to sell or buy investments because of scary headlines or tips you've picked ...

  5. Better Inflation News Spells Opportunity

    (Main Content/blog)

    ... to invest. It may be wisest to nibble in the near term, and if and when the good news continues, to get more and more fully invested. Don't hesitate to reach out to us if you'd like to discuss your investments. ...

  6. Is the Next Stock Market Catalyst Taking Shape?

    (Main Content/blog)

    ... have been swept up in the broad selloff of the past several months and thus are available at very attractive prices. Don’t hesitate to contact us if you’d like to discuss your investments.   ...

  7. When Will Stocks Get Back in the Black?

    (Main Content/blog)

    ... to break the inflationary spiral, and they advocate loading up on commodities and other investments that have historically been more inflation-resistant. I think it's a mistake to fight the Fed, though. ...

  8. For Investors, the Shoe Has Dropped

    (Main Content/blog)

    ... asked me whether it would be wise to sell all their investments and get back into the market after the selloff is over. And the answer, frankly, is that it's a terrible idea. Selling investments now means ...

  9. Market Turmoil Brings Buying Opportunities

    (Main Content/blog)

    ... models, and to be patient through the possibly volatile weeks and months ahead. Don't hesitate to contact us if you'd like to discuss your investments.  ...

  10. A Bad Time to Be Over-Diversified

    (Main Content/blog)

    You've heard of diversification: Spreading your investments around to avoid being over-exposed to any one type of asset. Done properly, diversification can help reduce the volatility of your portfolio ...

  11. 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 ...

  12. Time to Make a Shopping List

    (Main Content/blog)

    ... numerous corrections and crashes. Such an advisor can help you avoid self-sabotaging decisions and point you toward promising opportunities. Don't hesitate to reach out if you'd like to discuss your investments ...

  13. How to Handle the Market’s Volatility

    (Main Content/main)

    ... Hang on to good investments unless there's a compelling reason to sell, and look for opportunities to buy future winners. Please give us a call if you'd like to discuss your investments.  ...

  14. How to Handle the Market’s Volatility

    (Main Content/blog)

    ... Hang on to good investments unless there's a compelling reason to sell, and look for opportunities to buy future winners. Please give us a call if you'd like to discuss your investments.  ...

  15. 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 ...

  16. Will Biden Double the Capital Gains Rate?

    (Main Content/blog)

    ... to get in touch with us if you'd like to discuss your investments.  ...

  17. 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. ...

  18. 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 ...

  19. Rising Inflation and Interest Rates: What to Do

    (Main Content/blog)

    ... you're afraid of the tax bill. A big pullback could wipe out much more than you'd likely owe in taxes. And as you review your investments, you might even find that you're closer than you anticipated to ...

  20. The Stock Market Rotation is Here

    (Main Content/blog)

    ... are critical. Please don't hesitate to reach out to us if you'd like to review your investments.  ...

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