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Trump and the Stock Market
(Main Content/blog)
... But the economy and the markets operate largely independently of politics. A good, long-term portfolio is designed with the understanding that unexpected events are inevitable. It's easy to get caught ...
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Don’t Fall in Love With Your Stocks
(Main Content/blog)
... attachment to any stock, and can serve as a valuable reality check. Rather than falling in love with a stock, investors should fall in love with the performance from an overall portfolio, one that ...
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The Key to Successful Investing
(Main Content/blog)
... rising. In the process, they commit the classic error of selling low and buying high. The impact on their investment portfolios can be severe. According to the research firm Dalbar, while the S&P ...
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How Will the Election Affect the Market?
(Main Content/blog)
... than to obsess over how the election will affect the markets. What’s in your control? Having a financial plan. Saving enough money. Having a professionally managed investment portfolio that balances risk ...
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How to Invest in a Tough Market
(Main Content/blog)
... at the past five years. Over that time period, a balanced portfolio of 60% stocks and 40% bonds returned 5.21%. That is more than twice the current yield of 10-year U.S. Treasury bonds, which is considered ...
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Improve Your Financial Health in 2016
(Main Content/blog)
... the more you save, the more money you'll have available to work for you. The key is to have a well-thought-out plan and to stick with it. Your advisor can help you create a portfolio customized to your ...
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An End-of-Year Financial Checklist
(Main Content/blog)
... successful 2016. Rebalance your portfolio. Your investment strategy should start with an asset allocation that's based on your goals, risk tolerance and time horizon. At the end of the year, you'll ...
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To Navigate Volatile Markets, Focus On the Long Term
(Main Content/blog)
... diversification across different industries, even while avoiding risk in those industries. At Copeland Wealth Management, we have been reviewing client portfolios industry by industry, and when appropriate, ...
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The Rate Increase and Your Portfolio
(Main Content/blog)
For months, the financial media have been focused on the likelihood that the Federal Reserve will soon start the process of raising interest rates. The expectation of rate increases is one reason the ...
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Beware of the Bond Bears
(Main Content/blog)
... potential price gains. They belong in a balanced portfolio in order to counterbalance the risk of stocks, and to smooth the volatility of your investments over time. That's not a sexy message, and you ...