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?
October 5, 2020
In third-quarter markets that represented a second consecutive quarter of gains, what stock outshone the others in the S&P 1500 Index?
Election years can be fraught with uncertainty as candidates predict their effects on the economy, the markets and your investments.
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.
As companies grow to become some of the largest firms trading onthe US stock market, the returns that push them there can be impressive.
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed.
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times.
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.
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.
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.
Historically, value stocks have outperformed growth stocks in the United States, though recently that hasn’t been the case.
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.
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.
There are only so many hours in the day to do all the financial fact-checking you would like to when deciding who and what to believe.
In the financial jungle, it’s essential to look before you leap at emotion-triggering misinformation. Here are five “do’s” and “don’ts” for due diligence.
Since 1926, the US stock market has rewarded investors with an average annual return of 10%, but returns can be sky-high, poor or somewhere in between.
Today, let’s talk about your emotional reaction to unfolding news, and the impact that it can have on your financial well-being.
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.
In times of great stress, the most reliable recipe for success is to remain committed to a set of fundamental investing principles.
Brace yourself. Your newly released quarterly reports are highly, highly likely to leave you feeling at least a little disheartened.
We are sure you have questions about the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Here is a summary of many of its key provisions.
The primary objective of a rebalancing is that we want to try to maintain the risk profile deemed appropriate for your account.
Historically, bear markets are like the changing of winter to spring. For every ferocious bear we’ve encountered, an uplifting bull has eventually followed.
Realized risks in a volatile market are likely to generate important insights for seeding future expected social resilience and market growth.
Sudden market downturns can be unsettling. Sticking with your plan helps put you in the best position to capture a recovery.
We have often said that investment risks and expected rewards are related. Recent headlines are the realization of risks that we have discussed.
The uncertainty surrounding the spread of the coronavirus is unsettling on a human level as well as from the perspective of how markets respond.
Not long ago, some investors had yet to experience turbulent markets. Even those who had, might have forgotten how scary it can be.
Whether you are considering an investment opportunity or simply browsing various media, you cannot believe everything you see, hear or read.
In light of recent market volatility due to the Coronavirus, we are providing an update to our previous post entitled You, Your Investments and the Coronavirus.
The best way to achieve these simple goals isn’t always obvious. In fact, many of our favorite investment insights may at first seem counterintuitive.