Investing
Will Semi Conductor Stocks Continue to Lead
A structured note linked to SOXX may offer defined upside participation and a specified level of downside protection, subject to the note’s terms. Investors may still lose some or all…
Read MoreWhen a Trillion Dollars Is Not a Bargain
Highly anticipated IPOs like SpaceX often carry price-to-sales ratios far above historical danger zones, a metric that has reliably predicted poor three-year returns for decades. Even great companies can be…
Read MoreAlternative Investments
Many investors are less than enthused about the current valuations of traditional investments like stocks and bonds. After a decade-long bull market where the S&P 500 averaged more than 16%…
Read MoreIs cash a thing again?
For many years, clients stopped asking how much they would earn on their money market accounts because for quite a while, money market accounts weren’t paying any interest at all.…
Read MoreRed October
After an extended period of steadily rising markets and low volatility, October was a very bad month for stocks. The S&P 500 fell about 10 percent from the beginning of…
Read MoreHas the 60/40 portfolio lost its mojo?
Ever since the start of the huge bull market in the 1980s and 1990s, the 60/40 portfolio was a great way to reduce the volatility in one’s portfolio. The bond…
Read MoreIs the market going to do well?
It’s not uncommon for new clients to ask me how I think the market will perform. I guess some people expect their financial advisers to have a unique ability to…
Read MoreValue investing
Benjamin Graham, who is generally viewed as Warren Buffet’s mentor, has several rules about investing. One of his main rules is to always invest with a margin of safety. In…
Read MoreStock markets keep surging
Hopefully you are enjoying your Labor Day weekend with the knowledge that your stock investments have done well so far this year. Through the end of August 2018, the S&P…
Read MorePast performance is no guarantee of future results
There is a universal disclaimer that warns investors not to assume that the recent results of any particular investment will continue into the future. Despite this warning, when contemplating potential…
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