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Don’t Gamble With Your Retirement
(Main Content/blog)
... us to the fact that big losses lie ahead. As Warren Buffett said, "The stock market is a device for transferring money from the impatient to the patient." Successful investors invest based on the answers ...
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How to Invest This Election Year
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Investors often worry about poor stock returns during election years, and that's not surprising, given the idea that markets dislike uncertainty. But while election years are often volatile, the truth ...
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Tax-Loss Selling is Losing its Luster
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The end of the year is in sight, and soon countless investors will start selling losing stocks in order to gain tax writeoffs. The practice, known as tax-loss harvesting or tax-loss selling, is extremely ...
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We're Not Out of the Woods
(Main Content/blog)
... of returns you’re going to need to retire comfortably and meet other goals. But in the short term, we’re likely in for some instability. My advice to investors right now is to be very ...
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Why You Should Be Invested Right Now
(Main Content/blog)
... It's not surprising, then, that many investors are on the sidelines. But while they wait for the markets to calm down, one thing is certain: Thanks to inflation, they're earning a negative return of ...
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“Sell in May Go Away” is Not the Way
(Main Content/blog)
There's an old saying that investors should "sell in May and go away," the idea being that stock returns are historically poor during the summer months. The idea is factually dubious. But right now, many ...
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Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... that seems less and less likely. Recession? Investors and business leaders have been predicting a recession since early last year and it hasn't happened yet. If it does, there are indications that it may ...
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Improving Bond Yields and the Case for Rebalancing
(Main Content/blog)
... growth than bonds. However, bonds prior to this year yielded so little, and performed so badly, that they did nearly nothing to mitigate portfolios' risk. As a result, many investors gave up on bonds ...
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How to Get Back into the Market
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Last year was a tough one for investors, with stocks and bonds both experiencing bear markets. Now, with markets off to a promising start in 2023, many investors are focused on figuring out which stocks ...
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Five Predictions for 2023
(Main Content/blog)
... homebuying years. 4. Investors will flock to bonds. Demand for fixed income should increase in 2023 as investors realize that rising interest rates have resulted in the most attractive bond yields in ...
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Putting the Market’s Drama in Context
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Are stocks finally bouncing back? The S&P 500 index is up about 2.4% in November, and investors are asking whether that signals the end of the bear market. My opinion, as an investment advisor for ...
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Fighting Temptation in a Volatile Market
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The 13-year period through early 2022 was a very lucrative one for investors, with stocks, as measured by the S&P 500 index, returning more than 400% over that time. But since the market's high on ...
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Understanding the Fed’s Rate Hikes and the Market
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A little more than a month ago, markets were in an upbeat mood. Recent data had shown that inflation was finally beginning to slow, and investors hoped that pressure on the Federal Reserve would ease its ...
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Better Inflation News Spells Opportunity
(Main Content/blog)
... month. Make no mistake, 8.5% inflation is very bad for consumers. Our grocery bills are 8.5% higher than they were a year ago. But for investors, what counts is the direction of inflation. While the ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... a fall in demand caused by the market’s increasing fear of a recession. That’s not great for the economy, but it could be good for stocks. Investors have been in a defensive mood for months because of ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
... but it's likely to be months before there's a real impact. The longer the cloud hangs over the economy and the markets, the gloomier investors get. But it's important to understand that amid all the ...
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For Investors, the Shoe Has Dropped
(Main Content/blog)
... are exposed to the market could very well see front-loaded gains. The first few months of a market upturn can be as profitable for investors as the next few years. In other words, you want to be sure to ...
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What the Crashes of Netflix and Facebook Tell Us
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... Netflix had crashed 69% from its highs, and Meta (as Facebook's parent is now called) had plunged 34%. These two stocks' fall should be a wakeup call, if any were still needed, for long-term investors: ...
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Market Turmoil Brings Buying Opportunities
(Main Content/blog)
The start of 2022 has been very volatile, especially in the technology sector, where investors have continued pulling their money out of high-growth and richly valued shares. In less than three months, ...
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A Bad Time to Be Over-Diversified
(Main Content/blog)
... few years, I expect that the market will continue to be volatile, but will reward investors who have constructed focused, forward-looking portfolios. Please don't hesitate to contact us if you'd like to ...