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January 2018 Investment Update

January 2018 Investment Update

Market Comment: Looking forward and backward.

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355 Hits

J.P. Morgan Guide to the Markets

J.P. Morgan Guide to the Markets
I've always found this chart book to be very helpful. 
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460 Hits

4 Pitfalls to Avoid in a Lofty Market

4 Pitfalls to Avoid in a Lofty Market

An Interview with Morningstar’s Christine Benzand Jeremy Glaser.

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422 Hits

Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

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646 Hits

Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

...
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550 Hits

Behavioral Pitfalls to Watch Out For

Behavioral Pitfalls to Watch Out For

Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.

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472 Hits

Behavioral Pitfalls to Watch Out For

Behavioral Pitfalls to Watch Out For

Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.

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388 Hits

Investing Do's and Don'ts

Investing Do's and Don'ts

It's important to focus on the things that you can control.

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558 Hits

Don't Get too Caught up in the Trump Bump or Slump

Don't Get too Caught up in the Trump Bump or Slump

There’s always one certainty about the stock market. It’ll go up and down.

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529 Hits

Don't Get Too Caught up in the Trump Bump or Slump

Don't Get Too Caught up in the Trump Bump or Slump

Political issues shouldn’t play a large role in long-term strategy

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522 Hits

How do I steer my college grad onto the right financial path

How do I steer my college grad onto the right financial path

How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.

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560 Hits

The Value of a Fiduciary Advisor

The Value of a Fiduciary Advisor

Based on Russell Investments 2017 study

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712 Hits

Fidelity Survey: giving brings couples together, highlights importance of discussing values

Fidelity Survey: giving brings couples together, highlights importance of discussing values

 Couples may want to add charitable giving to their "must dos" this Valentine’s Day.

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841 Hits

Buffett: Indexing the Best Choice for Investors Large and Small

Buffett: Indexing the Best Choice for Investors Large and Small

Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders. 

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717 Hits

The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

By John Rekenthaler | 01-31-17 | 06:00 AM | 

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719 Hits

The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

 

By John Rekenthaler, Morningstar | 01-31-17 | 06:00 AM

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Invest a Lump Sum Now or Average In?

Invest a Lump Sum Now or Average In?

When clients receive a large lump sum of cash, such as from a pension payout, bonus or asset sale, historical evidence suggests that the best decision is to invest the sum all at once according to an investor's asset allocation plan. Many investors nevertheless choose to put the money to work over time, hopefully using a systematic implementation. This research article from Vanguard explores the costs and benefits of both strategies to help guide what is a frequent decision faced by our clients.

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716 Hits

Federal Estate Tax Reduced, But What About State Taxes?

Federal Estate Tax Reduced, But What About State Taxes?

The IRS has increased the federal estate tax exemption, which is indexed annually for inflation, to $5.49 million for 2017, up from $5.45 million in 2016. That lets couples now shield as much as $10.98 million from federal estate tax.

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585 Hits

The Great Post-Election Market Rotation

The Great Post-Election Market Rotation

Bonds sink as investors bet on an improving economy and value priced stocks.

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689 Hits

Post Election Note

Post Election Note

A quick note in the wake of the Election

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