Articles from the Investing Category
Managing Your Cash to the Max
July 27, 2021 | By Derek Ripp
AWM partner Derek Ripp, CFP® recently authored this piece for Kiplinger on how much cash to hold, where to keep it, and strategies to get the most out of it. Read the excerpt below and full article here. If the…Read More
Game Stop Lessons
February 15, 2021 | By Kevin Smith
You may have read a dozen articles about Game Stop last week, or maybe none, but you probably heard the buzz: regular folks getting rich and hedge funds losing billions. There is much to learn from the story that created…Read More
Tesla in the S&P 500
December 30, 2020 | By Kevin Smith
When you hear someone reference “the market”, they probably mean the S&P 500 index, at least here in the United States. It is a list of 500 companies (actually 505) selected by the US Index Committee that are meant to…Read More
Introducing My Kids to Investing
December 29, 2020 | By Kevin Smith
My kids are 3, 7, and 9. The first money concept I tried to teach them is that money does not fall from the sky, but Congress and the Federal Reserve keep proving me wrong. The older kids seem to…Read More
How I Invest My Money
December 11, 2020 | By Kevin Smith
I spend most of my time helping people think about their investing decisions and not much time on my own. An old saying goes “the cobbler’s son has the worst shoes in town”, or something like that. Rather than my…Read More
Post-Election Market Surprise
November 25, 2020 | By Kevin Smith
How did the stock market do after election day? Remarkably similar to four years ago. 2020 Post-Election Global Stock Index 2016 Post-Election Global Stock Index If you predicted Joe Biden would win a contested election with a (possibly) split Congress…Read More
10 Year Forecast (October 2020)
October 13, 2020 | By Kevin Smith
Predicting the future is out of the question, but developing reasonable expectations for planning purposes is necessary. Calculating expected returns on investments is a difficult task, but fairly simple models have been accurate enough to help with long term planning….Read More
Elections and the Stock Market
August 14, 2020 | By Kevin Smith
I did not predict anything about 2020, including that the Presidential campaign three months from election day would be so quiet. You can’t escape it if you are glued to cable news or Twitter, but by comparison to past elections,…Read More
Tips for day traders
July 8, 2020 | By Kevin Smith
There is more energy around day trading than I have seen in years. Maybe it’s because of quarantine boredom. Maybe it’s because tech stocks have been soaring and FOMO (fear of missing out). Maybe marketing genius Dave Portnoy is responsible…Read More
The elusive ‘bottom’
April 22, 2020 | By Kevin Smith
Seeking the bottom of the market is risky business. The conditions that caused The Great Recession of 2007/2008 had nothing in common with our current crisis, but the feeling of watching stocks fall is similar. Investors are struggling with a…Read More