Modern Portfolio Theory vs. Behavioral Finance
Two different belief systems serve as the basis for investment decisions: the Modern Portfolio Theory (MPT) and Behavioral Finance (BF).
A Wild Ride
Markets continued their wild ride this week, heading into correction territory, and then bouncing right back. So let’s talk about what’s going on.
Correction and Snapback
Today was a stunning turnaround for stocks, with the Dow Jones ending the day in positive territory after being down more than 1,000 points.
Week in Review: A Great Week for Bears
Simply put, this was an ugly week for the stock market, marred by an inclination to sell into strength.
What a Hawkish Fed Means for You
Stocks have fallen to start the year as the prospect of a more hawkish Fed weighs on the market – tech stocks have been hit hardest.
Week in Review: Buyers Lacked Conviction
The stock market closed lower this week, as investors faded a half-hearted rebound bid during the week.
The Market Doesn’t Care About “Expert” Predictions
It seems that every January we have to endure the latest round of annual stock market predictions from the so-called “gurus” and “experts.”
Changes to Required Minimum Distributions in 2022
The New Year brings good news to anyone who must take a Required Minimum Distribution (RMD) from their retirement accounts.
5 Investment Lessons for 2022
With the ups and downs of the market and the pandemic, the fact that we are in the third year of the business cycle may surprise you.
Fourth Quarter 2021 Market Review and Commentary
Please find below our quarterly market review and commentary for the 4th quarter of 2021. We hope you find it helpful.
A Market Top Isn’t a Cliff
It’s tempting to think a market high is a signal stocks are overvalued or have reached a ceiling – especially after a blowout year like 2021.
Week in Perspective: Santa Claus Rally Intact [31-Dec-21]
Santa definitely visited the stock market through the last couple weeks of the year. The major indices closed out 2021 on a mostly positive note, particularly for the S&P 500 (+0.9%) and Dow Jones (+1.1%).
How to Invest in Your Health in 2022
Healthcare is one of the essential parts of life’s financial and personal journey. Many have not yet utilized all the tools that may help.
Early Retirement Plan Rollovers
You may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working. Let’s look at how these rollovers can happen and if they may apply to you.
Inflation Can Be Managed
Economics is often called the “dismal science” in part because of its poor track record at making predictions. Perhaps the biggest reason for this is the difficulty in determining whether something is a new trend or a temporary event.
