The lure of getting in the market at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as it sounds. In fact, the people who actively time tend to have poorer than average return.
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities...
Many of our clients raise questions about how they can integrate their values with their investment goals and, if so, at what cost?
While today's hot button issues might be rising interest rates and inflation, these are not a new concerns. In fact, a 1979 BusinessWeek article entitled "The Death of Equities" pronounced the stock market dead due to high inflation. As it turned out, the 1980s would be tremendous decade for the US stock market. Unfortunately...(continued)
In 1916, nine cents would buy a quart of milk. Fifty years later, nine cents would only buy a small glass of milk. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many investors...(continued)
The difference between financial advisors who offer a fiduciary standard vs. advisors who offer a suitability standard can be thousands of dollars of unnecessary product fees, commissions, and other opportunity costs resulting from conflicts of interest...