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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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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. ... Read MoreRead More

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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 ... Read MoreRead More

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