Today we’re taking a look at the important topic of Risk in your investment portfolio. What do you need to know about investment risk? How can you be sure that you have the right amount of risk in your portfolio?
Social Media - Whether you hate it or use it daily - it can tell us a lot about the companies we are watching now.
Financial & Economic Items We're Tracking Now!
Of course, no single investor ever knows with absolute certainty where markets and the economy are heading, but learning how to analyze various information points is critical to long-term success as an investor. In this week’s flash briefing we will dive into the top four items we are tracking in an effort to further provide clarity to where markets and the economy may be heading.
3 Lessons Learned from a Crazy Year!
As I was watching fireworks over the weekend, I got to thinking about how much we have already experienced so far in 2020. The list of events is truly incredibly to review, in part because many of these events would have been massive in any random year and I had almost forgot that some of these things had even happened (here is a complete list of the items that occurred through just April!):
How to Navigate your Employer Sponsored Retirement plan
"My employer provides a Retirement Plan (401(k), 403(b), 457, SIMPLE IRA, etc.), but I don't understand it at all!"
Does Investor Behavior Impact the Stock Market?
Earning and then saving enough funds to invest is the first & most difficult step to growing wealth & achieving your financial goals. But, after investing your hard-earned money, it is crucial to continue learning how your actions and emotions effect your potential returns. Over the years of working with individual investors we have found that emotions and biases can cloud one’s ability to make well-balanced investment decisions. In recent months we have seen the impact of emotion driven decisions, rather than thoughtful, goals-based decisions. With that in mind here are two "rules" that we would encourage you to follow with your investment decisions.