Search
-
Tax-Loss Selling is Losing its Luster
(Main Content/blog)
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 ...
-
We're Not Out of the Woods
(Main Content/blog)
... and a half, that the rate-hiking cycle may be over. That would be good news for stocks; while the S&P is still up 13% for the year, it’s dropped more than 5% since the start of August. The rate hikes ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
“Sell in May Go Away” is Not the Way
(Main Content/blog)
... The gap between perception and reality is an opportunity for investors. Right now, many great companies' stocks are bargains, thanks to irrational market behavior. I'm buying selectively on market pullbacks. ...
-
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 ...
-
Improving Bond Yields and the Case for Rebalancing
(Main Content/blog)
... 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 ...
-
How to Get Back into the Market
(Main Content/blog)
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 ...
-
Five Predictions for 2023
(Main Content/blog)
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 ...
-
Putting the Market’s Drama in Context
(Main Content/blog)
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 ...
-
Fighting Temptation in a Volatile Market
(Main Content/blog)
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 ...
-
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 ...
-
Better Inflation News Spells Opportunity
(Main Content/blog)
... year in the books, we should see stocks start to perform better. It's highly unlikely that this will be a smooth ride, though, so investors should buckle in. One major headwind for stocks is that the Federal ...
-
Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
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 ...
-
When Will Stocks Get Back in the Black?
(Main Content/blog)
... bad news, stocks that can potentially deliver robust appreciation over many years are effectively on sale. Market selloffs are indiscriminate: Scared investors tend to sell off their quality stocks along ...
-
What the Crashes of Netflix and Facebook Tell Us
(Main Content/blog)
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, ...
-
Market Turmoil Brings Buying Opportunities
(Main Content/blog)
... 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 ...
-
A Bad Time to Be Over-Diversified
(Main Content/blog)
... 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 ...