Weekly Flash Briefing 5/26/2020

Posted by Drew Creekmur, MSPFP on 3:46 PM on May 26, 2020

How do we build portfolios at Creekmur Wealth?

Nearly everyone we meet with will eventually ask some form of this crucial question. And it's a good one because being a successful investor is often predicated upon having a well-developed investment plan. Over the years, we have honed our investment management methodology into what we describe as a “Core & Satellite” strategy to ensure that our investment plan is clear and concise. Let me explain how this works in our Creekmur Wealth portfolios.

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Topics: Why is my portfolio not performing?, Financial Planning, Investments, Planning, saving and investing, Stock Market

Weekly Flash Briefing 5/19/2020

Posted by Drew Creekmur, MSPFP on 3:54 PM on May 19, 2020

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How does DATA help us make Investment Decisions?

In this week’s Flash Briefing we will dive into how we use data as part of the Creekmur Wealth Investment process. We have found that good, quality data points and clear, unbiased analysis help us make the highest quality investment decisions for our clients. 

Our country, and really the whole world, is incredibly polarized surrounding the correct response to COVID-19. These polar opposite view points are further driven by voices in the media and opinions on social media most of whom claim to be using "data" to arrive at their conclusions. To thrive as investors in this environment, it is critical to track and review unbiased data points to help cut through the noise.
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Topics: Why is my portfolio not performing?, Financial Planning, Investments, Planning, saving and investing, Stock Market

Your Diversified Portfolio vs. the S&P 500

Posted by Creekmur Wealth Advisors on 10:46 AM on October 30, 2018

How global returns and proper diversification are affecting overall returns. 

 

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Topics: Uncategorized, Why is my portfolio not performing?, Diversify Portfolio, Investment Portfolio, S&P 500, Stock Market

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