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Rebalancing: Why It’s So Important
As we passed the second quarter of 2024, our clients’ portfolios were reviewed for rebalancing. But what does rebalancing an account entail and why is that so important? Investopedia explains that rebalancing “involves periodically buying or selling assets in your portfolio to maintain your original desired level of asset allocation.” Here are the two main…
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Now is the Time to Rebalance your Investments
With the big drop in the stock market last month, this is the best time to rebalance your investment portfolio. Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important. I will explain to you how a continuously rebalanced portfolio is one that is constantly buying low…
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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…
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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…
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Second Quarter Market Returns
There have actually been complaints in the media and news about how “boring” the stock market has been so far this year. Boring is bad in sports, but in the stock market it is usually a good thing. There has been slow but steady growth in every single sector and sub sector of the market…
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Market Timing: The Myth
So what is market timing and are you losing returns because your money manager is doing it? Or even worse, have you been caught doing it all on your own. According to Investopedia, market timing is “The act of attempting to predict the future direction of the market, typically through the use of technical indicators…
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Equities in the Last 30 Years: A Retrospective
Looking at a chart http://bit.ly/qSHuve covering the performance of the Dow Jones Industrial Average over the last century 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 punctuated by regular but far-between drops, always ending higher than it…
