“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 […]
Tag Archives | investing
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), […]
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 […]
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).
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 […]
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 […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
