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Lacey Cobb, CFA, CFP®

Investing Lessons From the 2019 NBA Finals

Investing Lessons From the 2019 NBA Finals

Nothing is Certain in Investing – Lessons Learned From the NBA Finals Trying to predict the outcome of the NBA finals is like trying to time the market – you might win, but you might end up getting it very, very wrong. Vegas priced the Warriors as the heavy...
Weekly Market Digest: Should the Fed Cut Rates?

Weekly Market Digest: Should the Fed Cut Rates?

It was a relatively uneventful week in equity markets due to anticipation of next week’s Fed meeting and the G20 Summit the following week. Global equity markets were mixed, ending flat for the week with the U.S. notching slight gains and international...
Weekly Market Digest: What’s The Deal With Huawei?

Weekly Market Digest: What’s The Deal With Huawei?

Following the recent collapse in trade negotiations between the U.S. and China, investors spent the week mulling over renewed concerns of a full-blown trade war. The two parties looked close to a deal a few weeks ago, but the situation has rapidly...
How Does An IPO Work?

How Does An IPO Work?

IPOs are dominating headlines this year — Lyft made it’s debut in March, Pinterest recently went public, and today, Uber execs rang the bell. Amidst all of the buzz, we wanted to take a pause to address some FAQs around IPOs: how does an IPO work?...
Weekly Market Digest: What is a Yield Curve?

Weekly Market Digest: What is a Yield Curve?

The S&P 500 index is back near an all-time high last seen in September of 2018, closing today less than 2% from that mark and notching a 7-day winning streak. Cyclical sectors such as materials, financials, and consumer cyclicals outperformed while the...
Weekly Market Digest: The ECB Announces Stimulus Plans

Weekly Market Digest: The ECB Announces Stimulus Plans

Global markets took a breather this week as they digested events overseas, key economic data reports and a cut in 2019 global growth forecasts. Many of the major global indexes were down for five straight days, marking a three-week low after a strong start...
How to Plan for Health Care in Retirement

How to Plan for Health Care in Retirement

The mere thought of health care costs when planning for retirement can be overwhelming, but they may not be as disrupting as many fear. Even though health care costs tend to increase with age, they eventually level off and even take the place of other...
What is Private Equity & Is It Right For Your Portfolio?

What is Private Equity & Is It Right For Your Portfolio?

Personal Capital recently announced that we are offering private equity for our high net worth clients. But exactly what is private equity? It is well-known that proper diversification is the key to portfolio risk management. Many investors use mutual funds...
Weekly Market Digest: Government Shutdown and Brexit Loom Large

Weekly Market Digest: Government Shutdown and Brexit Loom Large

Major US indices strung together a fourth straight week of gains and finished the week strong on optimism over US and China trade negotiations. Financials were the strongest performing sector for the week with several of the major US banks reporting earnings...