Weekly Flash Briefing 06/09/2020

Posted by Drew Creekmur, MSPFP on 3:01 PM on June 9, 2020

Inside scoop

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.

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

Weekly Flash Briefing 06/03/2020

Posted by Drew Creekmur, MSPFP on 4:25 PM on June 3, 2020

Market News

Monthly Market Update: Looking back - Looking forward

This year has been a roller coaster in every sense of the phrase, and when we take a roller coaster ride it can be hard to know where you are and where you're going! So, let's take a few minutes  to recap where the stock market is today and what  economic & market items we need to be aware of. This "look back - look forward" method helps ensure that we have the correct expectations and plan in place to maximize potential results.

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

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

Hot Topics

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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