Lump-Sum Investing vs. Dollar-Cost Averaging: Round 2 – Actual Outcomes
When deciding to use lump-sum investing (all at once) or dollar-cost averaging (over time), it’s unlikely to matter nearly as much as whether you invest efficiently to begin with.
Quarterly Report on Q3 2020
In third-quarter markets that represented a second consecutive quarter of gains, what stock outshone the others in the S&P 1500 Index?
Elections Matter, But Not So Much to Your Investments
Election years can be fraught with uncertainty as candidates predict their effects on the economy, the markets and your investments.
Lump-Sum Investing vs. Dollar-Cost Averaging: Round 1 – Raw Returns
Lump-sum investing (all at once) vs. dollar-cost averaging (over time) is often described as “plunging” vs. “wading” into the deep end of the market.
Why Investors Might Think Twice About Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading onthe US stock market, the returns that push them there can be impressive.
Finding Your Fiduciary Financial Advisor
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed.
Bulls, Bears and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times.
What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?
There is a term the investment world has been using since at least the 1940s to describe the highest standard. It is called fiduciary investment advice.
Quarterly Report on Q2 2020
This past quarter, the general theme has been how quickly global markets sold off and came back, even as headlines stoked bonfires of ongoing upheaval.
Eight “Best/Worst” Wealth Strategies During the Coronavirus
Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.