As Goes January, So Goes the Year?
As investors ring in the new year, some may see the occasional headline about the "January Indicator" or "January Barometer". This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will rise or fall during the remainder of the year. In other words, if the return of the S&P 500 in January is negative, this would supposedly foreshadow a fall for the stock market [...]
Quarterly and Annual Market Review for Q4-2017
Click on the link below for a detailed analysis of quarterly and annual performance of the global equity and fixed income markets. CLICK HERE TO READ THE 4th QUARTER 2017 - QUARTERLY/ANNUAL MARKET REVIEW
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and no regulator or nation state stands behind it. Instead, cryptocurrencies are a form of code made by computers and stored [...]
Home Bias and Global Diversification
By pursuing a globally diversified approach to investing, one doesn't have to attempt to pick winners to achieve a rewarding investment experience. Every day we enjoy the benefits of an interconnected world. We might start our day with a cup of coffee that originated in South America, check our email on a smartphone designed in California and manufactured in Taiwan, then shower and change into clothes woven from Egyptian fabrics before driving a German-made car [...]
Pursuing A Better Investment Experience – EBOOK – is Here!
Our First Ebook - Pursuing a Better Investment Experience - is finally here! We are inviting you, our clients and friends, to be the first to view it! Download it for FREE. It is your guide to a simple, free way of thinking about investing in capital markets! DOWNLOAD YOUR COPY TODAY! PURSUING A BETTER INVESTMENT EXPERIENCE ten practical steps to investing
Key Questions for the Long-term Investor
Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you're not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles that may help improve investors' odds of [...]
