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.
When It’s Value vs. Growth, History Is on Value’s Side
Historically, value stocks have outperformed growth stocks in the United States, though recently that hasn’t been the case.
Understanding Sequence Risk in Retirement
When planning for retirement, we have a degree of control over many of the choices involved. However, there is one big wild card called sequence risk.
Under the Macroscope: When Stocks and the Economy Diverge
Do you find it puzzling when a bleak economic media report emerges, only to be accompanied by a positive surge in the stock market? You’re not alone.