Market Commentary: Spring 2018 – Volatility Happens

RECENT MARKET VOLATILITY After a period of relative calm in the markets, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. The US stock market fell more than 7% on two occasions (top-to-bottom) during this first quarter, resulting in many investors wondering what the future holds and if […]

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Are Emotions Sabotaging Your Investments?

Do you recognize what role your emotions play in your financial life? Are your decisions swayed by fear, greed, confidence, and regret? As a financial adviser, one of the first topics we always discuss with new clients is their financial and emotional tolerance for risk. It is equally as important that we understand their emotional […]

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Can You Spot a “Market Top”?

The current bull market in stocks reached its 8th anniversary on March 9, and for about the last four years, professional investors and financial planners have been scratching their heads.  The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming […]

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Market Commentary: Winter 2016 – Prediction Season

PREDICTION SEASON In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the upcoming year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to capture the next “great” opportunity. When faced with recommendations of […]

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Prediction Season

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by […]

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Confident investor or scared, which are you?

Are you a confident investor or is the process fraught with fear and uncertainty? A 2015 study by the American Psychology Association found almost three-quarters of Americans are experiencing financial stress — at least some of the time. One of the top sources of money-related stress was saving for retirement. On the surface, retirement planning […]

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Market Commentary: Spring 2016 – Your Investment Experience

PURSUING A BETTER INVESTMENT EXPERIENCE Investors are bombarded every day with global events, economic reports, and ‘expert’ opinions and forecasts that make it easy to question a disciplined, long-term investment strategy – even a broken clock is right twice a day. Here are 10 investment principles that can help you stay on target to achieve […]

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How to Resist our Worst Instincts on Investing

Its all about being diversified across asset classes and rebalancing Much has been written in the last five to 10 years in the field of behavioral finance about how humans make financial decisions. It seems our species isn’t wired particularly well for making smart decisions around money, especially during a crisis. As best-selling author, Daniel […]

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1 chart shows just how badly average investor lags — even cash

When chaos strikes, the average investor heads for the hills and ends up paying the price in long-term underperformance, says one of Wall Street’s most prominent bulls. As this chart from Richard Bernstein Advisors shows, mom and pop stink it up on a pretty steady basis and have lagged gains in every asset class, with the […]

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