Tag: Investment Portfolio

Socially Responsible Investing and You

Jan 31, 2020

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Socially Responsible Investment Strategies and You

SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to responsibly impact society.

In the past, these investment strategies were viewed as too restrictive for most investors. But over time, improved evaluative data and competitive returns have pushed these strategies into the mainstream. Even though SRI, ESG investing, and impact investing share many similarities, they differ in some fundamental ways. Read on to learn more.1 (more…)

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Stocks Gain Tremendously Since 2009

Jan 24, 2020

Stock Market Table Numbers
A Look at where stocks were in 2009 and how they have performed since.

Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street stocks then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for stocks. Just hours earlier, the Wall Street Journal had asked: “How Low Can Stocks Go?”1

The Standard & Poor’s 500 stock index answered that question by sinking to 676.53, even with mergers and acquisitions making headlines. The index was under 700 for the first time since 1996. The Dow Jones Industrial Average tumbled to a closing low of 6,547.05.2

To quote Dickens, “It was the best of times, it was the worst of times.” It was the bottom of the bear market – and it was also the best time, in a generation, to buy stocks.2 (more…)

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Outlook 2020

Jan 3, 2020

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Types of Stock Market Analysis

Sep 27, 2019

Three different approaches.

The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. (more…)

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Your Diversified Portfolio vs. the S&P 500

Sep 16, 2019

Marbles
How global returns and proper diversification are affecting overall returns.

“Why is my portfolio underperforming the market?”

This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter.

The short answer is that even when Wall Street rallies, international markets and intermediate and long-term bonds may underperform and exert a drag on overall portfolio performance. A little elaboration will help explain things further. (more…)

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More Insights

Feb 21, 2020

Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”

Feb 20, 2020

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2

Feb 17, 2020

When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these annual withdrawals are considered your Required Minimum Distribution (RMDs).1

Feb 14, 2020

Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households are helping their adult children well into their twenties and beyond at … Continue reading “Retirement and Adult Children”

Feb 12, 2020

When interest rates start to climb, will these be the CD to own? Step-up certificates of deposit (also called  rising-rate CDs) are fixed-income investments with a bit of wiggle room. When you have CDs with a step-up provision, you have a chance to exchange the initial yield for a better one as interest rates rise. … Continue reading “Step-Up CD”

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