Investing

Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.

Trying to answer these questions may be intimidating but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, that may help improve investors’ odds of investment success in the long run.

How to Invest at the Top of the Market

How to Invest at the Top of the Market

As the stock market has reached all-time highs, it may have crossed your mind about getting in the game or even grabbing your share during market pullbacks. Beware as investment decisions during periods like this are challenging because the biggest enemies in money management – fear and greed – influence your decisions at times like these.

With a bull market now into its tenth year despite frequent threats of a looming correction, how can you avoid making rash decisions amid market highs?

Exiting the Correction and Other Thoughts

Exiting the Correction and Other Thoughts

As the calendar gets ready to turn, think about your original goals 

As we enter December, it’s important to keep the past 11 months in perspective and remember your original goals from the beginning of the year. Sure, it’s been an interesting year – more volatility, market corrections, new market highs, and tax reform – but unless something dramatically altered your circumstances, remember the basics.

Here are some thoughts for you to consider as you begin looking forward to 2019: