Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - June 2020
Should You Change Your Investing Strategy
With the market volatility over the past 3 months, many investors are asking, "Should I be changing my investments?
There is no one-size-fits answer, but some tweaks might make sense.
Disciplined investors create a diversified portfolio of investments that are not all directly correlated to each other. Wise investors take this one step further and adjust their portfolios as market cycles shift. A consistent buy-and-hold strategy might be far more risky than one that involves tactical shifts according to the season.
Student of the Market - May 2020
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - May 2020
Market Commentary - 1st Quarter 2020
Please click on the following link for a full review of the 2020 1st Quarter Market Review
2019 Annual Market Report
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.
Market Commentary - 3rd Quarter 2019
Please click on the following link for a full review of the 3rd quarter Market Report - Q3 2019
Market Commentary - 2nd Quarter 2019
Please click on the following link for a full review of the 2nd quarter Market Report - Q2 2019
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?
Market Report Q1 2019
Please click on the following link for a full review of the first quarter Market Report - Q1 2019
