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The Do's and Don'ts of a Market Correction

The Do's and Don'ts of a Market Correction

JP Morgan: "The market is going to fluctuate"

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Dos and Don'ts of a Market Correction

Dos and Don'ts of a Market Correction
 The best advice is too boring for TV, and not profitable enough on Wall Street.

Given recent weakness in the stock market, and financial media’s tendency to magnify every normal wiggle, this is as good a time as any to revisit some long term perspectives, and some of the do’s and don’ts of a market correction.

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Fund Focus: Vanguard REIT Index Fund

Fund Focus: Vanguard REIT Index Fund

The vanguard REIT Index fund is one of the least expensive ways to gain exposure to the real estate equity market. Even though this fund has seen more volatility in the last twelve months when compared to the average REIT fund, the risk-adjusted return has also been higher. The index fund's performance has replicated this by being one of the leading performers in it's category for the 3, 5, and 10 year periods. 

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The Surprising Relationship Between Taxes and Charitable Giving

The Surprising Relationship Between Taxes and Charitable Giving

Researchers have been studying how taxes lead people to donate - or not. Here are the subtle and surprising results.

by Andrew Blackman

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Client Letter January 1, 2016: Axiomatically Speaking

Client Letter January 1, 2016: Axiomatically Speaking
Patience will be a virtue in 2016. You find out who's been swimming naked when the tide goes out.

Your investment portfolio has been planned carefully within your financial and behavioral ability to accept risk. But the same can't be said for all investors, many of whom got too greedy in the last few years' bull market. They'll be forced to run for cover when the tide shifts. If you play it cool, you can benefit from their errors.

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A Yale Economist Wants to Make You a Better Philanthropist

A Yale Economist Wants to Make You a Better Philanthropist

Dean Karlan's ImpactMatters hopes to help prospective donors give smarter, better and more often.

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These Charts Can Help You See What The Fed is Doing

These Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

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These 7 Charts Can Help You See What The Fed is Doing

These 7 Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

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Giving from the heart—done smart

Giving from the heart—done smart

 Charitable giving can be a win-win for your charities and you.

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The Key to Getting People to Donate to Charities: Don’t Push It

Surprisingly, fundraisers may get more money by asking for a tentative pledge rather than a definite one.

By James Andreoni and Marta Serra-Garcia

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How to Give Big to a Small Charity

How to Give Big to a Small Charity

Large donors can make a real difference to a minor nonprofit, but also create real headaches.

By Anna Prior

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Better than Duct Tape

Better than Duct Tape

Does Your Retirement Plan have a Leak?

 Fix It by Using the Power Tools Available Online

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Investment Update December 2015

Investment Update  December 2015

November ended with slight declines for the month in target risk portfolios, but with healthy gains for the latest three month period, marking a recovery from the late summer and early fall correction.

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Why International Stocks

Why International Stocks

Take full advantage of the diversification and return potential of foreign stocks. 

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Great Ways to Give Investments to Kids

Great Ways to Give Investments to Kids

There are a growing number of investment options that make it simple and cost effective to give financial gifts to kids. Quite a few of these options are aimed at tech-savvy investors. 

 

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Why International Stocks

Why International Stocks

Take full advantage of the diversification and return of foreign stocks.  

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Client Letter December 2015

Client Letter December 2015

Employment Data, the Truth behind the Headlines
Terror attacks and the Market 

November ended with slight declines for the month in target risk portfolios, but with healthy gains for the latest three month period, marking a recovery from the late summer and early fall correction.  

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Retirement Readiness: you've got to measure it to manage it

Retirement Readiness: you've got to measure it to manage it

At TWM we’re taking both a top down and a bottom up approach to the problem of retirement readiness. Our hope is that these combined approaches result in progress on the original mandate of 401(k) plans, and the ultimate goal of any retirement plan: retirement readiness through income replacement.

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PowerShares QQQ ETF

PowerShares QQQ ETF

PowerShares (QQQ) is one of the largest and most actively traded ETF’s in the United States. The main objective of the fund is to track the 100 largest, nonfinancial stocks in the cap-weighted Nasdaq-100 index. This being said, QQQ has a strong presence in the technology (55.02%) , consumer discretionary (19.5%) and biotech (15%) sectors, offering a level of diversification that is desired and essential in many portfolios. Take a look in closer detail to the fundamentals of the ETF by clicking here!    

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Online Enrollment in an instant

Online Enrollment in an instant

Have you enrolled in your 401(k) plan? 

...
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