The Seesaw of Finance
Category: Investing
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Chart of the Month – February 2024
Category: Investing
Should I Invest in Bitcoin?
Category: Investing
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Category: Investing
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
Chart of the Month – January 2024
Category: Investing
Does Your Workplace Cultivate a Championship Team?
Category: Investing
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
Chart of the Month – December 2023
Category: Investing
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 Come to Terms with the Reality of Your Retirement?
Category: Investing
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
A “Real” Estate – Part One
Category: Foster Group
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
Chart of the Month – Sept 2023
Category: Investing
The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.
Chart of the Month – Aug 2023
Category: Investing
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.
Fitch Downgrade – A Closer Look
Category: Investing
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Fantasy Football and Financial Planning: What is your strategy?
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
Chart of the Month – July 2023
Category: Investing
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Category: Investing
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Chart of the Month – June 2023
Category: Investing
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Media Drama: Facts or Fiction?
Category: Investing
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Baseball and Investing: Managing Behavior for Success
Category: Investing
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.