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Client Letter September 2015

Client Letter September 2015

Market Whodunit

The sudden drop in the market has everyone looking for a culprit. The explanation may be much more elementary than you think, my dear Watson. Remember, the stock market predicts about twenty recessions for every one that actually occurs. In this case, stocks have been falling despite generally positive economic news. This suggests that the correction is probably technical, and not fundamental in nature. 

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Elementary Advice on the market conundrum

Elementary Advice on the market conundrum

Not even the sharpest living minds on investing have a good clue what’s coming next. Oracle of Omaha Warren Buffett admitted in May that he had been “wrong” about interest rates. Global investors continue to struggle in the quest for signs of what the future will look like – for interest rates, for China, for energy, for Greece. It’s an enigma everywhere, making the financial markets one of today’s greatest mysteries. Bruce Thompson spies the real culprit in the recent market decline.

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Client Note August 25, 2015

Client Note August 25, 2015

The market has been brutal over the last few days as concerns over China, fed rate hikes, and commodity weakness have invoked worries that haven’t been felt so acutely since 2011 during the Eurozone crisis, and conjuring up bad memories of 2008. 

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Renting Out a Second Home

Renting Out a Second Home

Considering renting your second home for income?  Make sure you give it sufficient thought and discuss with your financial advisor...

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Not Just for Newlyweds

Not Just for Newlyweds

Money can create the potential for disagreement among all couples.  Here is a great checklist to place and keep you both on the same page: 

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Resisting Short-term Temptations: The Marshmallow Test

Resisting Short-term Temptations: The Marshmallow Test

The famous marshmallow test conducted in the 1960's showed that we have a hard time resisting instant gratification, even if we know that delaying gratification would lead to an even bigger reward. This, in short, is what makes investing and managing businesses so hard. Success requires many qualities, but conviction, discipline and thinking long-term must rank near the top....

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TWM Welcomes Jordan Gentile

TWM Welcomes Jordan Gentile

Please welcome Jordan Gentile as the newest member of Thompson Wealth Management's team. 

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Client Letter August 2015

Client Letter August 2015

Market Focus: Value and Dividend Stocks out of Fashion

As a style of investing, dividends have under-performed the market recently. Portfolios with an equity income emphasis have lagged the market in the last couple of years. While frustrating in the short run, the longer term picture tells a different story: focus on fundamentals, not trends. In fact, we can exploit trends – not by chasing them, but by faithfully diversifying and rebalancing.

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Gold Falls to 5-Year Low amid dollar's rise

Gold  Falls to 5-Year Low amid dollar's rise

By Marley Jay and Steve Rothwell  Associated Press July 21, 2015

NEW YORK — Investors are running out of reasons to own gold.

The price of the metal, which is often seen as a hedge against inflation and a weak dollar, slumped to its lowest in five years on Monday.

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Client Letter July 2015

Client Letter July 2015

Benchmark Returns June 30, 2015

We wish you a happy and healthy 4th of July weekend. Here’s hoping that you spend the next few days thinking more about barbecues and bottle rockets than the ongoing fireworks in Greece and investment markets.

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Hedge Funds -- Unattractive for Most

Hedge Funds -- Unattractive for Most

"I would never join a club that would have me as a member." Groucho Marx

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Invest in Philanthropy

Invest in Philanthropy

What do your financial and charitable assets have in common? Both can generate additional dollars--if invested with care. 

...
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Featured

Success is Controlling How You Spend Your Time

Success is Controlling How You Spend Your Time
This article was written by Venture Capitalist Peter Cohan based on advice given to one of his Babson College students.
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How Emotions Get in the Way of Smart Investing

How Emotions Get in the Way of Smart Investing

This article was written by Dr. Meir Statman. Professor of finance at Santa Clara University’s Leavey School of Business.

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Client Letter June 2015

Client Letter June 2015

 Investment Review June 2015

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Holding Period & the Odds of Losing Money in Stocks

Holding Period & the Odds of Losing Money in Stocks

The Concept of Time Diversification

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Have you seen the new Private Client Center yet?

Have you seen the new Private Client Center yet?

 To support our planning and investment collaborations, we’ve set up a new website with a new Private Client Center.  We hope you’ll take a few minutes to log in and explore the site and the many exciting features.

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Asset Allocation: Cooking with Index Funds

Asset Allocation: Cooking with Index Funds

Asset allocation -- the mix of cash, bonds and stocks in a portfolio -- determines the spectrum of returns you will experience. Here's a great insight from Jack Bogle, founder of Vanguard...


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First Portfolio

First Portfolio

Want to assist your kids or grandkids on the path to their own financial freedom?  Here's a way to help them take the first step... First Portfolio

...
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Fidelity's Charitable Assets rise 21 percent in 2014

Fidelity's Charitable Assets rise 21 percent in 2014

The Fidelity Investments business that manages money designated by clients for charitable giving said assets grew to $14.6 billion last year, a 21 percent increase over 2013.

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