Our Commentary

Mid-Quarter Update: A Setback for Stocks

While the third quarter of 2018 was uneventful but quite profitable as U.S. stocks drifted up to their all-time highs in September, the first half of the fourth quarter has proven to be the opposite: plenty going on in politics and in the markets and the major stock indexes solidly in the red as compared […]

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2 Simple Steps to Effective, Low-Stress Investing

Broadly speaking, there are just two simple things investors need to do to enjoy lifelong, effective, low-stress investing:Step 1: Know their personal investment risk toleranceStep 2: Invest according to this personal risk toleranceStrategic investing mistakes mostly fall into one of two categories:The first is to invest too conservatively. Investors who are excessively cautious tend to leave investing […]

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3 Ways to Take Advantage of the Sell-Off in Stocks

There is plenty of truth behind the old Wall Street adage that “stocks take the escalator up and the elevator down”.  Case in point: after powering higher through the 3rdquarter to achieve record highs in late September while posting its single best quarter since 2013, the U.S. stock market took less than four weeks to […]

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Investors Eye Challenges for Stocks

Normally I use this piece in part to recap the events and trends from the previous quarter that moved markets.  As it happened, however, the third quarter was strong but quite uneventful for markets.  Stocks marched, with minimal volatility, up to their all-time highs in late September with relatively little resistance from investors, who seemingly […]

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One Number Every Investor Must Know

The most important number for any investor to know is not the level of the S&P 500 or the yield on the 10-year Treasury or any other number related to the financial markets. Instead, to invest comfortably and productively through bull and bear markets alike, an investor must know his or her own personal Risk Number.The […]

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