Managing your financial life is not just about money.

Archives for Investments

Investing 101 – Pt.15 Stuff You Need to Know

This is the 15th article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way. Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful. Here is my take on what those things are. What is re-balancing, and why should I be doing it? This is a very good and very important question. You have wisely chosen an appropriate investment allocation. Let’s assume it is 60% stocks and 40% bonds. The 60% stock position is broken down
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Investing 101 – Pt.06 Stuff You Need to Know

This is the sixth article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some there are things you need to know to be successful.  Here is my take on what those things are. Emotions will cost you some money, and maybe lots! The investment firm Black Rock, whom I believe is the world’s largest money manager, has a chart called “Investing and Emotions – The Ups and Downs of the Market.” It is one
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Volatility

I'm sure you've noticed, volatility has returned to the stock market.  As of 4 PM on Thursday
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Investing 101 – Pt.03

This is the third article in a series that will discuss basic investment concepts in hopefully and understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful.  Here is my take on what those things are.
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Investing 101 – Pt.02

This is the second article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some there are things you need to know to be successful. Here is my take on what those things are. Think of stocks as companies. You will sleep better.  The very word “stocks” has a negative connotation for many of us. They can be scary.  They crash. You can lose all of your money.  An easy way to deal with this
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Investing 101 – Pt01

This is the first article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way. Whether you work with an investment advisor or choose to do your own investing, there are some things you just need to know to be successful. Here is my take on what those things are. You need to own some stocks in your portfolio, and probably more than you think.  Bonds are guaranteed and are perceived as safe.  However the 10 year government bond, as of this writing, is paying about a guaranteed 2%.  Take away taxes
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Perspective

Dow Jones 20,000, It’s Just a Number Well, it’s a good number, but still just a number.  The press, and many people get a little too hung up when the stock market hits a big round number, and 20,000 is the biggest round number we have seen to date. There will be a number of articles and commentary that appear strongly suggesting that this historical bull market has a long way to go for any number of very plausible reasons.  There will be an equal number of articles and commentary predicting that this market is overpriced, will soon take a
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Money Talks: Long term investing in an instantaneous world (It’s really hard to do)

We live in a world where information is instantaneous. We watch and hear about world news and events virtually in real time. We get impatient when that download takes more than a second. We are spoiled. And we want more information faster. Instantaneous information is great when you are buying a car or booking a room online. Instantaneous information is certainly available in the world of finance and investments, and that is a problem. To become a successful investor, one needs patience, understanding and a long-term view of things. Short term investment decisions are dangerous and have a low probability
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Bears, Bulls, and the Election

Regardless of which political party your views align with, read on for some thoughts from managing partner and Advisor, Alyssa McNamara Reed, on the stock market in response to the upcoming presidential election this November.
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