Category: Risk

  • 2022 Investment Market Recap

    It’s clear that 2022 was a significant negative year for US and world markets. The S&P 500, Dow Jones Industrial Average, and Russell 2000 had annual losses of 18.44%, 8.78%, and 20.44% respectively. We haven’t seen steeper declines since the recession of 2008. Tech stocks were some of the hardest hit. The Nasdaq, which measures…

  • Cryptocurrency: Are you missing out?

    Cryptocurrency: Are you missing out?

    Do you suffer from FOMO?  FOMO stands for Fear Of Missing Out.  Just about everyone suffers from this in one way or another.  Bitcoin and Dogecoin, among other cryptocurrencies have become household words and their popularity is exploding. So what is cryptocurrency, and is it something you should invest in? What is cryptocurrency? Cryptocurrency is…

  • Short Selling, Stock Picking, and GameStop

    At this point most everyone has heard of the craziness surrounding GameStop stock over the last few weeks.  There are several things we can learn from the madness.  First I will try to explain as simply as possible, what actually happened. Retail stock market traders banded together in the Reddit forum “WallStreetBets” and decided to…

  • Stocks vs Real Estate

    The comparison is often made between investing in Real Estate vs investing in the Stock Market.   There are many strong points to both arguments, but as an Investment Advisor, I am going to argue the side of why the stock market is a better long term investment.  Note, I am not inferring you should not…

  • Did You Learn from the Crash of 2008?

    Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008.  I have heard a few horror stories of people who supposedly lost all of their retirement money because of the crash.  Many young professionals are scared of the stock market…

  • Are you using Modern Portfolio Theory in your Investing?

    Many people are scared of investing in stocks because they have heard that they are very risky.  Then on the other hand you have people who take investing risks that they don’t need to take in order to try to get a higher return.  Well today I hope to answer some questions for people on…

  • Is It Now Safe to Invest in the Stock Market?

    All time highs and continued growth in the stock market seem to scare investors.  You can hear fears of a pull back on any media outlet you prefer.  But  Perhaps one of the biggest challenges that investors face is determining if “right now” is a safe time to invest (meaning not just the present, but…

  • Bitcoin: Are you Missing Out?

    Do you suffer from FOMO?  FOMO stands for Fear Of Missing Out.  Just about everyone suffers from this in one way or another.  Bitcoin is becoming more of a household word and it’s popularity is exploding. So what is bitcoin, and is it something you should invest in? What is Bitcoin? Bitcoin is a form…

  • Do You Have the Investor Instinct?

    Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008.  I have heard a few horror stories of people who supposedly lost all of their retirement money because of the crash.  Many young professionals are scared of the stock market…

  • Long Term Stock Market Returns

    Looking at a chart covering the performance of the stock market over the last 30 plus years is a lot like looking at a chart of profitable business earnings at a cartoon enterprise meeting–it’s almost a caricature of itself, a steady upward slope shaped like a ski jump punctuated by regular but far-between drops, always…