In past conversations, we’ve been known to take aim at the media. That’s because bad things tend to happen to your personal wealth if you read, watch, or listen to too much news—or if you read too much into the news you’re reading. It’s human nature to react to the onslaught of information with fits […]
In past conversations, we’ve been known to take aim at the media. That’s because bad things tend to happen to your personal wealth if you read, watch, or listen to too much news—or if you read too much into the news you’re reading. It’s human nature to react to the onslaught of information with fits […]
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one […]
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many families put off their essential estate planning until push comes to shove? Estate Planning Is an […]
The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over, followed by the government’s swift reaction to the same. What should you make of the quarterly news? If you’d missed these events in real […]
In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy, sell, and hold them? An Account of Your Accounts First, let’s define a few terms: Investment […]
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest. Let’s fill in some of […]
MARKET TERMS OF THE WEEK “Going Short” When a trader tries to profit from a stock’s dropping price. “Going Long” When a trader purchases stock shares hoping to profit from an increase in the stock price. #1 Mega Cap Stocks Lead The Way. Of the S&P 500’s 3.4% rally in the first two months of 2023, Technology […]
Often, all you need to be an excellent investor is a healthy dose of common sense: “A penny saved is a penny earned. Buy low, sell high. Don’t put all your eggs in one basket. “ That said, the best way to achieve these simple goals isn’t always as obvious. In fact, many of our […]
MARKET TERM OF THE WEEK “Stock Liquidity” A stock’s liquidity generally refers to how rapidly shares of a stock can be bought or sold without drastically impacting the stock price. #1 Homebuilders ignore Headlines. As housing-related economic data points have been falling to multi-decade lows, homebuilder stocks have been rallying. As of 2/22/2023, the S&P 500 […]