Investing

Sell In May…Not So Fast

Don’t be so quick to “sell in May, and go away”. “Sell in May, and go away, and come back on St. Leger’s Day” was a reality in old England. In the days prior to air conditioning, English stockbrokers would leave to escape the summer heat, and would not return until September, after the final horse race of the British Triple…

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Investing, Millennials, Technology

More on Millennials and Fintech

Last week I wrote about the changes in financial services, especially pertaining toward Millennials. Below is a pretty good video discussing Fintech, Millennials, and where the financial advisory industry is heading. Enjoy!   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please…

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Investing

Back At The Top

A few weeks ago I blogged about the frustrations of rangebound markets for the long term investor. Well, it’s been a good few weeks, and we’re back at the top of the range. We’ll soon know what this visit will bring. Stay tuned…   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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Investing

Stuck In A Range

range·bound / ˈrānjˌbound/• adj. (generally of market prices) not straying outside a particular range  Source: Encyclopedia.com   After a strong recovery in the stock market following the Great Recession, the last couple of years for investors have been lackluster–better yet, frustrating, but it hasn’t been due to lack of excitement. We’ve had the Fed raise rates, the market getting upset…

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Investing

The Presidential Election and Your Investments

With Donald Trump as the last standing Republican presidential candidate, and Hillary appearing to have a lock on the Democratic nomination, the conversation in financial media has already turned to “which candidate is better for your portfolio?” Although no one really knows what impact the election will have on the market’s short term return, it will be a daily conversation for…

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Financial Planning, Investing

Fiduciary

Fiduciary. If you are not familiar with this term–you should be, and you soon will be thanks to the Department of Labor. Currently, the DOL is proposing a new standard for financial advisors. If the bill passes, advisors working with clients on retirement accounts (IRAs, 401(k)s, etc.) will be held to a higher standard of being a fiduciary; the “Fiduciary…

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Investing

Technical Analysis 101: Downtrends

Although we have recently experienced some positive days in the stock market, we continue to remain in a downtrend, which began last summer. I’ve had a few clients ask about this downtrend, so I thought I would write about what a downtrend is, and how to identify if we are in one.

Investing

A Friendly Reminder…

  Investing carries risk. If you have forgotten this, the beginning of 2016 has served as a reality check. In order for us to expect long term growth in our investments, we must play the rules of the game. Those rules state that in order to have the opportunity of gains, we have to accept periods of no growth, or…

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