When you’re deciding between cash and bonds, it’s important to weigh the risks of each. Generally, short-term instruments such as a money market are appropriate for short-term needs such as a rainy-day fund while longer-term goals like retirement call for bonds with longer terms to maturity.
Rising Rates: Short-Term Pain for Long-Term Gain?
How is investing like losing weight?
Stocks Can Still Go Up if the Government Shuts Down
How Our Response to Technology Destroys Wealth
2023 Q3 Quarterly Market & Portfolio Report
You Know More about Investing than You Think You Do
Why the Growth of ETFs Does Not Spell the End of Price Efficiency
We believe that concerns of decreasing price efficiency due to the growth of ETF investing are overstated. The ratio of trading volume to net flows has remained markedly greater than one, at 78 on average over the period and reaching a peak of about 172 in 2011. In other words, for every $1 flowing into ETFs there has averaged $78 in trading.
Do Downturns Lead to Down Years?
Stock Gains Can Add Up after Big Declines
2023 Q2 Quarterly Market & Portfolio Report
History Book: Market Returns through a Century of Recessions
Does Higher Inflation Hurt Stock Market Performance?
The Wacky World of Post Pandemic Customer Service (You need an advocate!)
In today’s Post Pandemic world of frequent mergers and acquisitions, poorly staffed customer service centers, (including unsupervised home-based), poorly trained customer service reps and “service” by AI run online chats/bots - it’s never been more important to have an advisor to help you through the fray!