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…
Category: 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…
All About Your Benjamins First Video Blog: The DOL’ s Fiduciary Ruling
This is the first of many video blogs (not sure I can bring myself to use the term “vlog”) to come. Producing a short video is much harder than I expected; mainly, because I don’t know how to edit yet, so I’ve got to try to nail it in one take. Overall, I’m happy with the first video, and I’m…
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…
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.
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…
A Voice Of Reason On CNBC
Finally, a voice of reason on the set of CNBC today. If you follow me on Twitter, or have read some of my other blog posts, you might be familiar with Josh Brown–a New York based financial advisor, not the NFL kicker. In addition to being a financial advisor, he has a well-read blog, The Reformed Broker, writes for numerous…
Does A Declining Market Always Mean Recession?
“Investors have become conditioned to assume that every stock market sell-off lines up perfectly with a financial crisis. While you can never rule out a full-blown panic because of investor emotions, reflexivity, or an unexpected event, we don’t have to experience a 2008-level crisis every time there’s a correction or bear market.” -Ben Carlson, A Wealth of Common Sense Blog…
What A Time To Be Investing (Part II)
In my previous post, I described how the recent improvements in the investment world have provided greater opportunities for the individual investor, making it a great time to be investing. In case you missed Part I, feel free to click here and catch up. For some, the reasons discussed in Part I may allow them to handle their own planning and investments.…
What A Time To Be Investing (Part I)
In the fall of 2015, Drake and Future released a mixtape entitled “What A Time To Be Alive”, and I would agree with them. After all, only in today’s world can you put out an average mixtape on iTunes for $9.99 (mixtapes are traditionally free) and sell nearly 500,000 copies. Life is definitely good for those two! Don’t worry, this isn’t…