Blogs
Read articles on our thoughts on different aspects of the market, the economy, or certain investment strategies, which help us convey issues and answers that should be top-of-the-mind for all investors.
Trading Stocks and Blank Check Companies
February 2021
“A likely impossibility is always preferable to an unconvincing possibility.” – Aristotle
We have always said investing is different than trading stocks. On one hand you’re looking to participate in the long-term profitability of a company, whereas with the latter you are really just trying to buy a stock that you can later sell at a gain, and the sooner the better. In either case, the participants are the same; be it a long-term...
Managing Caregivers Stress
With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is getting the care they need and able to live their twilight years how they want; but it typically is stressful....
How Financial Asset Management May Help Investors Stay the Course
Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time outweighs such risks. However, because there are no guarantees, investing assets can be a nerve-wracking experience...
Unique Financial Planning Considerations for Women
Retirement savings are supposed to last through your lifetime. That’s the plan, of course. But with the average life expectancy of women roughly five more years than it is for men — 81.1 years vs. 76.1 years1 — the savings need are therefore greater. Of course, five years seem to pass quickly as one ages, but bills continue to...
Growth Vs. Value: Two Approaches to Investing
February 2, 2021
For growth stock investors, it's been a heady time. Growth stocks recorded a total return of 33.5% for the year ended December 31, 2020, significantly eclipsing value's 1.4% showing. And over the past five years, growth has outperformed value by an average of over 8 percentage points.1 Does this mean that value investors should rethink...
A Review of 2020 and Preview of 2021
January 2021
“No one can drive us crazy unless we give them the keys.” – Doug Horton
Twelve months ago we proclaimed, “What a year and what a decade!” Boy, were we early with that declaration; turns out 2020 was the year to top all crazy years, and certainly not in a good way. Although we were optimistic for 2020, we never foresaw a global pandemic that would change the way we all interact personally and professionally. We...