Together, we are facing an unprecedented situation. The global pandemic is indiscriminately affecting all our families, our businesses, our communities and our investment portfolios. The coronavirus will be conquered, but no one knows how deep the downturn will go or how long it will last. As one author we admire stated, “The short to intermediate … Read more 1st Quarter Investment Commentary
The world is watching the spread of the COVID-19 (Coronavirus) with great concern. The feeling of uncertainty has spread across the globe and is unsettling on a human level as well as from the perspective of how markets respond. U.S. stocks declined 13% in a week taking us back to last October prices. Even following … Read more Stocks on Sale Due to Coronavirus
If you have followed the stock market this year then you are probably aware of what is going on with Tesla. In the last six months the stock has returned nearly +300% and is up +400% from its lows last June. This is a MASSIVE move for a company this size. One reason (not the … Read more Parabolic
Sometimes we come across a message so simple it’s compelling. This short video from Dimensional Fund Advisors (DFA) is just that. Today’s investor has more news and information at their fingertips than ever before. Unfortunately, that amount of data is a double-edged sword. The biggest mistakes investors make aren’t because they bought Coke over Pepsi… … Read more Tuning Out the Noise
2019 will go down as one of the best years on record for investors. Global stocks returned +26% and bond investors earned nearly +9%. Even a balanced portfolio would have likely returned in the high teens and if you were heavy in equities, one would expect over 20%+ returns. But it didn’t come easily. We … Read more But I Invested Anyway
In June of last year, we wrote about the SECURE Act that passed the in the House. The bill languished in the Senate until the middle of December when it was passed and signed into law. It received strong bipartisan support and has been presented as an “enhancement” to retirement plans, however, we see … Read more Is The Secure Act An “Enhancement” To Retirement Plans?
In 2018 charitable contributions from individuals fell by 3.8%. Excluding the Great Recession 10+ years ago…
As of the end of November, the S&P 500 index had returned +27.6% for the year – a phenomenal year…
In 1935 FDR proposed the Social Security retirement program and his staff projected that total expenditures for…
In the October Par 3, we wrote about Charles Schwab and TD Ameritrade reducing commissions to $0. One month later, Charles Schwab and TD Ameritrade announced plans to join forces and merge into an industry giant with over $5 trillion in client assets. The market appeared to like the $26 billion deal as the price … Read more Engagement Announced
