Tag Archives | investing
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Quote of the Week: “Much More Compelling Point” To Put Investment Money To Work

“No matter how you divvy up your portfolio among asset classes, the market downturn makes this a much more compelling starting point for investors looking to put new money to work. A punishing nine months of returns has left many stock sectors considerably cheaper than they have been for years, while fixed income is actually […]

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3 Quick Tips To Help Find Financial Security By Age 30

“The steps you take in your 20s can set you on a path toward financial security for the rest of your life,” asserts journalist Kimberly Lankford, and she’s right. Kimberly recently interviewed Mari to identify high-impact financial moves that can lead to financial success later in life. You can check out the complete interview here. […]

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Investments Down? Why You May Be Better Off Not Looking

With the S&P 500–or broad U.S. stock market–off over 20% as of June 30, most 401(k)s and investment accounts are down well below January highs. Investors will open their June statements to see year-to-date declines, even if their portfolio held only low-risk government bonds which have also swooned as interest rates ratcheted higher. Experienced investors […]

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Quote Of The Week: Keep The Sound Turned Off

“If you must watch CNBC or other financial television, watch it with the sound turned off.” Jason Zweig, “The Best Investment for This Coming Crazy Year,” The Wall Street Journal, January 7, 2022 What’s the secret to successful investing? Financial columnist Jason Zweig says what’s needed to invest successfully in 2022 is the discipline to stay […]

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Quote Of The Week: Is The S&P 500 Index Giving You The Diversification You Need?

“Like most indexes, the S&P 500 is weighted by capitalization: The bigger the market cap a company has, the more its influence on the performance of the index. Any cap-weighted index fund is a heavy bet on larger companies. Lately, that bet has become extremely heavy because a few stocks have become gigantic. All by themselves, Alphabet (GOOGL), […]

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Quote Of The Week: The Risk Of Surrendering To Cash

“While it might feel safer going to cash when markets are volatile, cash positions don’t work like they used to. If you went to cash during the 1987 stock-market crash, you were still making 4.75% to 5.5% interest. If you had gone to cash in the dot-com crash you were making around the same—3.5% to […]

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Chart showing a timeline of bull and bear markets from January 1945 through May 2020 with labels of notable companies that were founded near bear markets. The companies and year they were founded include McDonald’s, 1948; Medtronic, 1949; Hyatt, 1957; Walmart, 1962; Nike, 1964; Airbus, 1970; Starbucks, 1971; Microsoft, 1975; Apple, 1976; Adobe, 1982; AT&T, 1983; Gilead, 1987; Taiwan Semiconductor Manufacturing Company, 1987; Tesla, 2003; Facebook, 2004; Uber, 2009; and Zoom, 2011. Sources: Capital Group, Standard & Poor’s. As of 5/31/2020. The bear market is considered current as of 5/31/20. In all other periods, bear markets are peak to trough declines of at least 20%. Bull markets are all other periods.

Why You Shouldn’t Be Afraid To Invest During Tough Times

When times are tough, don’t be afraid to invest. Just look at this timeline below showing all the leading companies that got their start during recessionary times (compliments of Capital Group).  

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Is Gold A Good Safe Haven?

A few clients have called recently to ask us whether gold is a good place to invest. They are understandably looking for a safe haven where they can hide from coronavirus-induced market turmoil. Unfortunately, despite its glittering reputation, gold has a somewhat tarnished long-term record that makes it far from an ideal safe haven. Over […]

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The Market's Down: Should You Make Changes To Your 401(k)?

The Market’s Down: Should You Make Changes To Your 401(k)?

Yes, the market is down. A lot. One of the most common questions we’re getting from clients is what they should do with their 401(k) contributions and investments. You have several choices. Here’s a rundown of the pros and cons of each. Option #1. Stay the course As hard as it may be to stomach […]

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