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 More
Bear market blues
If you have been paying attention to your investment accounts, you may have noticed that the stock market has fallen dramatically this quarter. The S&P 500 closed at 2,924 on…Read More
The last quarter of 2018 has been very volatile for stocks, compared to the last several years of relative calm. This has made many investors nervous and potentially caused them…Read More
Is your portfolio too risky?
Many investors who have watched their account values consistently rise over the last decade are very happy with their investments. However, during times of low volatility and steady gains, investors…Read More
Encouraging stock market trends
Once we help our clients determine their appropriate allocation to stocks, we generally encourage them to stay invested and ignore short-term corrections. However, if you are trying to decide a…Read More
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 More
Has 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 More
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 More
Stock 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 More
When looking for more stability and higher yields, many investors are turning to preferred stocks. These securities have some characteristics of regular stocks but also have some characteristics of bonds.…Read More