This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
Is there conclusive evidence that one sector is better than another when it comes to returns?
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
The housing market has been hot since the start of the COVID-19 pandemic. Prices have soared and the interest rate to borrow money for those homes has been at historically low levels. But what is happening now?
