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The Big Question: When Can I Retire?
(Main Content/blog)
... People are especially nervous about their retirement savings now because of the nasty inflation we’ve experienced in the past couple of years, as well as last year’s market rout of both stocks and ...
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How to Fix Your Retirement Savings
(Main Content/blog)
... of stocks and bonds, with risk levels that are tailored to your goals, tolerance for market volatility, and time horizon. It's never too late to get started. Please contact us if you'd like to learn ...
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Why You Should Be Invested Right Now
(Main Content/blog)
... and savings accounts. And while long-term investments in stocks and other assets may rise and fall in the short term, history shows over the long run they help investors beat inflation and earn enough ...
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Here’s Why I’m a “No” on Annuities
(Main Content/blog)
... a rate of return over a set time period, did particularly well, more than doubling their sales from the previous year. Why are annuity sales surging? One reason is that stocks and bonds both had terrible ...
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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)
... pulled all their money out of bank stocks, or even the entire market. But what's interesting is that amid all of 2023's scary headlines, the stock market's up almost 6%. Scary headlines can be accompanied ...
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Improving Bond Yields and the Case for Rebalancing
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... Bonds' traditional role in an investment portfolio has been to balance the risk of stocks, which historically have been more volatile than bonds. Stocks, meanwhile, are supposed to provide more long-term ...
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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
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This past year has been one to forget—a bear market for stocks, the worst year ever for bonds, and raging inflation and rising interest rates to top it off. Will 2023 be better? While no one can predict ...
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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
(Main Content/blog)
... that fact. As volatility occurs, good businesses wind up being sold off alongside bad ones. Market pullbacks can create the opportunity to own great stocks that were recently prohibitively expensive. It's ...
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Better Inflation News Spells Opportunity
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... rate of price increases is still high, it looks like it might have peaked in June. The stock market rallied more than 4% over the subsequent week before giving back some of its gains. The takeaway here ...
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Is the Next Stock Market Catalyst Taking Shape?
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In last month’s blog, I explained that good news on inflation could serve as the catalyst to break stocks out of their long slump. Well, the latest inflation data, issued on July 13, are the opposite ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
If you're a stock investor, 2022 has been a seemingly endless progression of bad news. The Dow Jones Industrial Averages index is down 16% for the year, the S&P 500 is off 21% and the NASDAQ Composite ...
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For Investors, the Shoe Has Dropped
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The stock market has looked at higher inflation and rising interest rates, and to say that it doesn't like what it sees would be an understatement. Since the beginning of the year, the S&P 500 index ...
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What the Crashes of Netflix and Facebook Tell Us
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Netflix and Facebook were two powerhouse stocks during the pandemic, rising 100% and 38% respectively between early 2020 and the Fall of 2021. But in recent months, each has fallen hard: As of April 22, ...
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Market Turmoil Brings Buying Opportunities
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... the tech-heavy NASDAQ Composite index has plunged more than 12%, bringing the index into correction territory. Technology stocks have fallen especially far because they had flown the highest in recent ...
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A Bad Time to Be Over-Diversified
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... over time while keeping you on track to meet your growth goals. Then there's what we call di-worse-ification, a situation where an investment portfolio has so many stocks that the result is unnecessary ...
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A Big Market Shift is Underway
(Main Content/blog)
... stocks during the pandemic, and signaling that it will soon begin raising interest rates as well, investors have begun to rotate away from speculative stocks and toward quality names. The stay-at-home ...