Employees get paid for doing work. Investors get paid for taking risk. Risk is the chance of losing value between the time of purchase and sale. We experience risk when the value of an asset falls while we own it….Read More
Investing a large sum of money can be daunting, especially with the uncertainty of market fluctuations. Enter dollar-cost averaging (DCA), a strategy designed to help investors manage risk by spreading their investments over time. By consistently investing a fixed amount,…Read More
By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More
Investors revel in the excitement of a beloved tech company ringing the bell on their opening day on the stock market. Months of media attention and speculation about the opening price lead up to this celebrated event. Will this company…Read More
There are two great things about bad stock markets: 1) opportunities to buy at attractive prices, and 2) opportunities to harvest tax losses. We have been hard at work over the last couple of weeks finding ways to save our…Read More
Good news! Our preferred custodian, TD Ameritrade, recently announced that they are overhauling their offering of Exchange Traded Funds (ETFs) that trade without commissions. Here are a few key improvements: The list of ETFs that transact without trading costs will…Read More
Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see a rally in the bond market. Asset allocation refers to…Read More
Understanding financial matters can be difficult if you don’t understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer. 1. Time value of money The time value of money is the concept that money on…Read More
Part of our job as financial advisors is to seek out the best investment service relative to fees for our clients. One of the many benefits of moving your accounts to TD Ameritrade is access to lower cost mutual fund…Read More
Maybe you’ve heard someone talking about investing in “a hot new IPO” and wondered what all the fuss was about. Or maybe you’ve heard about a company “going public” and thought about whether you should invest in it. If you’re…Read More
