3 Moves to Make in a Volatile Market
This week was a wild one for Wall Street, with the markets taking a nosedive to record their worst day of the year on Wednesday and the media coming out with splashy headlines about an inverted yield curve. This kind of volatility tends to give investors...
Beginner’s Guide to Portfolio Diversification
Managing risk is important. Every day we use tools like seat belts and helmets to manage the inherent risks arising from daily activities like driving a car or riding a bike. Managing risk does not guarantee a positive outcome, but statistically and...
Weekly Market Digest: Will Tariffs Lead to a Recession?
Renewed fears of a trade conflict driven recession fueled volatility in capital markets. Stocks finished modestly lower and bonds and gold rose. Most of the selling came on Monday following President Trump’s assertion that he would add 10% tariffs on an...
Avoid Emotional Investing for Greater Stability in Your Portfolio
What do we know about the basics of investing? Buy low sell high. Diversify. Invest for the long-term. Sounds easy, but it’s not. Every day I talk to investors who understand these concepts but have difficulty executing them. For many, the gap between the...
What Happened in the Markets in July?
“Good enough” corporate earnings and continued optimism around accommodative monetary policy propelled US stocks and bonds modestly higher for July, though gains were promptly erased by trade tensions to start August. On the last day of July the Fed...
Weekly Market Digest: The Fed Cuts Rates by 0.25%
This week, the U.S. Fed and the trade war each took turns knocking global stocks down from recent highs. On Wednesday, the Federal Reserve cut interest rates by 0.25%, but Chairman Jerome Powell indicated additional rate cuts were far from certain, leaving...
The Capital One Breach: What to Know & How to Protect Yourself
On Monday, news broke that Capital One had suffered a security breach on April 21st exposing credit card or credit card application data to an unauthorized individual. The news comes on the heels of other recent big data breaches such as the Marriott breach,...
Weekly Market Digest: What’s Happening with Brexit?
This week, US equity markets climbed higher from the last week, led largely by some of the most well-known technology companies, while other asset classes had a relatively uneventful week. Some of the US’ largest Tech Companies were under fire this week for...
A Beginner’s Guide to ETF Investing
A Beginner’s Guide to ETF Investing What Are ETFs — and Should You Invest in Them? You’ve probably heard the term “ETF” whether from your advisor or when reading investing news or blogs. But when I talk to people about their portfolios, sometimes they have...
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