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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 ...
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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. ...
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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 ...
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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)
... 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 ...
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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. ...
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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. ...
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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?
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... to get in touch with us if you'd like to discuss your investments. ...
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When Will Stocks Rise Again?
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... 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)
... 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 ...
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The Stock Market Rotation is Here
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... are critical. Please don't hesitate to reach out to us if you'd like to review your investments. ...
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What to Know About the Short-Squeeze Trend
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... 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
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... 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
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... 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
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... 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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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 ...