Category Archives for Investment Advice

Strategic vs. Tactical Asset Allocation: Does It Matter?

Investment Advice

Strategic vs. tactical asset allocation … they both sound pretty good as an investment strategy, don’t they? There’s only one problem: I may have left you guessing as to what I’m even talking

Can Small Cap Stocks Weather the Storm?

Investment Advice

With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small companies more vulnerable now than they

Choosing Between a Fee-Only or Fee-Based Advisor

Investment Advice

in your search for a dependable financial advisor, you might assume fee-only advisor vs. fee-based advisor are one and the same. Unfortunately, fee-only and fee-based advisors are not interchangeable.

Three Upside-Down Investment Insights

Investment Advice

A trio of weird, but wonderful “upside-down” investment ideas in this post. Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low,

10 Things To Do Right Now While Markets Are Tanking

Financial Education & News Investment Advice

Not long ago, some investors had yet to experience what it was like to weather turbulent markets. Even those who had, might have forgotten how scary it can be. This concerned us. So, to help people practice

Cost of Investment Decisions And Why They Matter

Investment Advice

Much of what impacts your investment decisions is beyond your control. That said, you do have a big say on how much you spend on investing. By tending to the costs of your investment decisions, you can

The 2010s: A Decade In Review

Investment Advice

Despite positive annual market returns during most of the decade, investors had to process ever-present uncertainty arising from a host of events. These included an unprecedented US credit rating downgrade,

Lessons for Long-Term Investors – Tale of Two Decades

Investment Advice

The first two decades of the 21st century have reinforced important lessons for long-term investors. Holding a broadly diversified portfolio can help smooth out the swings. Having a sound strategy built

A Financial Index Overview: Part I – Indexes Defined

Investment Advice

When a popular financial index like the Dow is on a tear, up or down, what does it really mean to you and your investments?

A simple equation that effects your investments.

Investment Advice

When fundamental facts grow harder to discern, investments grow more volatile, and that’s what’s been happening lately, especially with the widespread misperception of the yield curve inversion.