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2018-12 private mkts

How America’s Wealthy Make Sense Of The Markets

How to make sense of the market volatility? What changes to your portfolio strategy should we be making for 2019? We spent Thursday in Palm Beach talking to some of the top private wealth and alternative strategists, who cater to America’s wealthiest families, about what they see ahead and how to apply it to your […]

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Quote Of The Week: You Can’t Afford To Skip This Ride

“Real risk lies in how we respond to the ups and downs in the market. Just because an investor doesn’t like the ups and downs of the stock market doesn’t mean that she can afford to skip the ride if she wants to meet her goals.” Ben Johnson, CFA, Director of Global ETF Research for […]

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U.S. Losing The Billionaires’ Race

I was so shocked by the numbers in this graphic I had to double-check the data source. Sure enough, the U.S. has been surpassed as the home of the most billionaires. We have (only) 571 billionaires compared to 819 in Greater China. And India is now in 3rd place. But what surprised me was the […]

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What Do Market Declines “Mean”? You May Be Surprised To Learn

“The market is down!” says the panicked caller. “What does that mean?” We’ve had more than a few of those calls recently with clients (and a few with relatives and friends too!). Of course, we never know what will happen in the future. But we do know that while some market declines foreshadow future problems, […]

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How Smart Financial Technology Can Be Making You … Dumber

OK. There is just no nice way to put it. All those smart apps and smart phones and clever financial programs that let you move money, buy stocks, and check your account balances on a teeny tiny screen are not helping. In fact, they’re making the situation worse. Research conducted by the Global Financial Literacy Excellence […]

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Unnerved By Market Volatility? Read These 5 Tips

Just in case you weren’t paying attention to the news in October, here’s what you missed. The stock market went down. As you open your October statements, you’ll see evidence of the pullback in your account balances. But before you hit the panic button, here’s a few things to keep in mind. Pullbacks are normal. They […]

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Savings Geeks, Get Ready To Do The Happy Dance! You Can Save More In Your 401(k) And IRA In 2019

Savings geeks (like us), prepare to do the happy dance. If you like to save on taxes, we’ve got great news for you. You can save and deduct more in your 401(k) and IRA next year. Here’s the new amounts for 2019: 401(k): $19,000 ($25,000 if age 50 or over in 2019) IRA or Roth […]

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When Simpler Isn’t Better: Why A Bond Index Fund May Not Be The Right Choice

Simple is good, right? In fact, if you read the popular financial magazines and websites geared toward consumers, you’ll walk away with the impression that simpler and cheaper is always better. There’s only one problem. It’s just not true. Sometimes a little complexity is better, and you do get what you pay for. Here’s a […]

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Here’s Our 7 Quick Investment Takeaways From Impact 2018 In Washington

I’m up in Washington D.C. this week at Impact 2018, Schwab’s huge annual investment conference that gathers thousands of investment advisors, vendors, and experts from across the U.S. It’s actually great timing given this week’s turmoil in the stock market. We’ve had multiple conversations with economists and market strategists about inflation, rising interest rates, and […]

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We’re In D.C.! What’s Happening At The Schwab Impact Investment Conference

It’s billed as the industry’s largest gathering of investment experts and visionaries, and I’m excited to be a part of it this week in Washington D.C. It’s Schwab Impact 2018, four days of high-level investment speakers, exhibitors, software demos and workshops. It couldn’t be more timely. This afternoon’s keynote speaker was former Fed Chair Janet Yellen, […]

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