Why Long-Term Investing Outshines Short-Term Investing
The new year is a great time to evaluate your financial goals and your plan to meet them. Here are 7 tips for starting the new year off on the right foot when it comes to your financial goals!
Introduction to Compound Interest
As you build your financial plan and make investment and savings decisions, you may be introduced to the idea of compounding interest. For some, compounding interest can feel like magic but essentially, it helps make your money work best for you.
Read on for our introductory guide to compound interest so you can be one who understands it.
6 Steps to Prepare Your Finances for an Impending Recession
Remember that recessions are part of the normal cycle of any economy, and we have weathered some significant ones in recent decades. Not every recession degenerates into complete upheaval, as we experienced during the lowest point of the pandemic and during the Great Recession of December, 2007 - June, 2009. It’s important not to become anxious when things begin to turn and instead lean on the perspective that we’ve gained from past periods of economic downturn.
Tales from the Crypto
This post was written by Bob Keane, CFP® – Financial Advisor I am sure we are like most financial advisors in that we are fielding more calls from clients regarding “investments” in crypto “currency.” I put quotation marks around these words intentionally because...
Weighing Investments: Risk vs. Reward
When considering an investment strategy, it’s important to weigh the balance between risk and return. In the world of finance, risk is defined as the variance from expected returns, so an investment whose returns are not likely to deviate from its expected return...
Investment 101 – Getting Started with Investing
While investing is an important part of most financial plans, it can also be a daunting subject when you’re new to it. Essentially, investing is a way to set aside money for the future and ideally, reap the benefits of a diversified and optimized portfolio. While...
Building an Investment Portfolio that Works
The stock market gets a lot of attention when it comes to the financial sector, but it can be difficult to know what to believe about “the market.” Is the stock market fraught with ups and downs that can make you lose your money? Or is it your savior for building a...
Rising Interest Rates and Fixed Income
To me, fixed income investments often feel like the Rodney Dangerfield of the investment world in that they “don’t get no respect...” We spent the last few years in a low-rate environment defending the place of fixed income in well-diversified portfolios (given the...
A Tale of Two Decades: Lessons for Long Term Investors
Let's review the previous 10 years (2000 – 2009) and see how various markers impacted returns. This view emphasizes the principle of taking a long-term approach to your investment portfolio.
Asset Allocation and Portfolio Diversification
Earlier this week we defined asset classes and talked briefly about how each asset class plays a different role when it comes to your portfolio. Then how and why, you may ask, should I diversify? Goals of Portfolio Diversification There are several goals...
