Tag: Investment Portfolio

Making Investment Choices

Jan 29, 2025

Investment Choices Doors Room
Are your choices based on evidence or emotion?

Information vs. instinct. When it comes to investment choices, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware of. (more…)

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Investment Challenges of the Affluent Investor

Jan 22, 2025

Jigsaw Puzzle Unfinished
Affluent investors face unique challenges when putting together an investment strategy.

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth.

Let’s examine a few of these.

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Six Keys to Investing

Oct 30, 2024

InvestingA successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

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The Behavior Gap and Your Financial Health

Sep 9, 2024

Behavior Gap Brain Synapses
how might it affect you?

“It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to how our unexamined behaviors and emotions can be to our detriment when it comes to living a happy and financially sound life. In many cases, we make poor financial decisions when experiencing panic or anxiety due to personal or widespread events. 1 (more…)

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Market Update – More Pullback Perspective

Aug 9, 2024

This latest bout of market volatility has been unsettling, especially after such a calm 2023 and 2024 for stocks. However, with the benefit of some historical perspective, volatility of this magnitude is quite common.

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Market Update – Assessing the Technical Damange

Jul 26, 2024

Key Takeaways

  • Volatility came back with a vengeance this week as selling pressure in the mega cap space dragged down the broader market. Counterbalancing weakness in these heavyweight names poses a challenge for the rest of the market.
  • Overbought conditions can also be blamed for the recent weakness. The S&P 500 reached a 14.9% premium to its 200-day moving average (dma) last week, marking the highest level since 2011. Historical comparisons point to momentum continuing over the next year, but not on a linear path.
  • Technically, the S&P 500 violated a short-term uptrend yesterday as momentum indicators turned bearish. While there is a growing risk the current pullback continues lower, there is plenty of support before the longer-term uptrend is challenged. Furthermore, longer-term breadth metrics and overall market leadership remain bullish.

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Should You Care What the Stock Market Does Each Day?

Jul 12, 2024

Stock Market Quotes Chart
Focusing on Your Strategy During Turbulent Times

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. (more…)

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Mutual Fund Distributions

Feb 5, 2024

Capital Gains Tax Sticky Note
Watch your December Statements.

This time of year as you prepare for taxes, you might glance at documents and see some capital gains taxes you may have overlooked.

Many mutual funds in December pay shareholders capital gains distributions that they have accumulated throughout the year.1

Typically, mutual fund companies start making estimates about distributions as early as November and most finalize the payment by mid-December. Unfortunately for us, this can cause undesirable tax consequences. (more…)

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Wealth Building Strategies While Raising A Family

Jul 5, 2023

What new families can do to build wealth

Raising a family is rewarding ─ and expensive. Consider taking these steps to support your family financially through a program of smart investing.

Building a career and raising a family requires management skills. Juggling your time, priorities, and money now while planning for the future can be daunting. Saving now to send your kids to college, take care of your parents as they age, and pursuing a comfortable retirement can be challenging. (more…)

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Investment Professionals and Advisors

Jun 12, 2023

Free Man Looking At A Screen With Stock Market Data Stock PhotoA wealth of investment information is available if you want to do your own research before making investment decisions. However, many people aren’t comfortable sifting through balance sheets, profit-and-loss statements, and performance reports. Others just don’t have the time, energy, or desire to do the kind of thorough analysis that marks a smart investor.

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More Insights

Feb 7, 2025

The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused some investors to question America’s lead in the AI race and American Exceptionalism more broadly. To answer that question, it’s important to look at this idea holistically.  U.S. advantages in … Continue reading “Market Update – AI Advances and Tariff Tactics”

Feb 5, 2025

Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. Without beneficiaries what happens to these accounts and policies when the original owner dies?

Feb 3, 2025

What Is DeepSeek? The buzz around Chinese artificial intelligence (AI) startup DeepSeek began to stir over the weekend, prompting a “sell now ask questions later” attitude across tech shares on Monday. AI has been a major investment theme, but this time the headlines didn’t feature new chips or bold development plans. The AI chatbot utilized … Continue reading “Market Update – DeepSeek What Happened and What are Implications?”

Jan 31, 2025

You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way.

Jan 29, 2025

Information vs. instinct. When it comes to investment choices, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware … Continue reading “Making Investment Choices”

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