Articles from the Stocks Category


Lower cost ETFs now transaction-free on TD Ameritrade

October 25th, 2017

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 … Read More


Correlation and Portfolio Performance

August 31st, 2015

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 … Read More


10 Financial Terms Everyone Should Know

February 11th, 2015

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. … Read More


Share Class Conversions for Lower Investment Costs

January 22nd, 2015

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 … Read More


All About IPOs

January 13th, 2015

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 … Read More


What does a -1.62% decline in the S&P on September 25th tell you?

September 26th, 2014

It seems that whenever the daily price change of the stock market exceeds plus or minus 1%, the news headlines provide us with an indication … Read More


What do insurance companies invest in?

September 24th, 2014

It is important to keep in mind what insurance companies are actually investing in when considering the features of annuities and cash value life insurance … Read More


Why News Headlines Drive Investment Behavior

June 11th, 2014

The following is an excerpt from an article recently written by Jim Parker of Dimensional Fund Advisors. He examines the human instinct to link recent … Read More


High-Frequency Trading: Unsafe at Any Speed?

June 6th, 2014

You may have heard news reports recently about the controversy on Wall Street over high-frequency trading. Though the practice isn’t new, it has received fresh … Read More


Highlights from PIMCO Lunch-and-Learn

June 5th, 2014

We held an educational lunch seminar on June 4th, hosted by PIMCO, and the responses from those who attended have been very positive. We plan … Read More