Dennis believes the time is right to take profits from your high-flying, large cap winners and allocate some in mid- and small cap stock funds. Here are a few suggestions:
Given the recent chaos in Washington, including what took place this past week, many clients have reached out to express their concern for their financial well-being. We don’t blame them. To us, financial health is one leg of the four-legged stool that includes health, family and for most of us, a spiritual component. We are keenly aware that without financial security, life becomes challenging. We work extremely hard to enhance that security for all our clients.
With all the talk about 5G, and the impact this latest generation of wireless network technology will have on our lives, you’ve likely considered adding some 5G stocks to your portfolio. Let Dennis and Aaron hook you up with some of the ones that they like.
Monetary and fiscal policy are the two most widely recognized tools used to influence a nation’s economic activity.
Given the multi-trillion dollars of government stimulus that’s has already come into the economy — and more on the way — many expect interest rates to rise.
Over the past 25-years for the calendar year-ending 2020 the S&P 500, excluding dividends, has returned an average of 7.50% on an annualized basis. Add in a couple percent in dividends and that average moves up to a little over 10 %. However, the lack of statistically normal dispersion around the mean/average is discomforting for many investors during times of market volatility.
Let us begin with the low hanging and tempting fruits of fallacy - hot hand, gamblers, and sunk cost to name a few.
Shareholders of General Electric are painfully aware of the fact that taxes are a secondary consideration when deciding whether or not a particular holding should be sold.
Experience is very underrated by those that do not have any!
Other than the annual words of wisdom from “the Oracle of Omaha”, Berkshire Hathaway CEO Warren Buffett, no other annual letter to shareholders is more eagerly awaited by those of us in the financial services industry than that of JP Morgan CEO Jamie Dimon.
The stock market continued its upward sloping trend during the first quarter, as a third stimulus package along with the most dovish Federal Reserve we have witnessed during our more than 30 years in business provided the necessary tailwind.
Over the past 25 years for the calendar year-ending 2020 the S&P 500, excluding dividends has returned an average of 7.50% on an annualized basis.
We love to use analogies and especially like this one so therefore we tend to use something similar during the onset of the Spring growing season.
Just as it pays to establish an escape route from your home in case of a fire, it pays to establish a disciplined plan of action pertaining to your investments, all the while keeping in mind that panic is not a strategy. Here’s our 10-step program to help you navigate the current turbulent investment waters.
A client recently called and asked if one of his children might be able to meet with us concerning their financial future.
