“The easy money has been made.” If you follow CNBC, Barron’s, or other major financial news outlets, you may have heard this term often. This phrase is used as a way to claim that positive stock market returns in...
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Twenty years ago, when someone asked for my guidance on choosing an environmentally friendly investment strategy, there were very few choices. One or two companies offered “green” mutual funds that invested in solar and water. These funds did attract...
One Shot at a Time: Increasing the odds of achieving your goals. One shot at a time, you hear golfers talk about this all the time. It seems like no matter what question a reporter poses to Tiger Woods,...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule,...
Creating a financial plan not only gives you a road map to your retirement goals, but it also allows you to better understand the emotional elements of the stock market. Why do very smart people make bad decisions about...
It’s earnings season for the banks, and report cards are coming out. Margins continue to shrink. Banks are beginning to move to an online model, attracting millennials, and possibly you could see less brick and mortar buildings in the...
The Federal Reserve met yesterday for the first time in 2019 and did not raise rates. This may allowconsumers to possibly borrow at a lower rate for purchases such as housing and autos. It also means, bond or CD...
Staying the Course Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the sidelines” until things “calm down.” Although this approach may appear to...
The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach at times, yet it’s also expected. The long-term investor knows that markets on average, go up 7 out of...
Gridlock is Good for the Markets The markets asked, and they received. U.S. stocks rallied today after the midterm election results came in about as expected. Investors were bullish following the results due to the belief that gridlock...