Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns? The answer is, “Do I own too many investments?” This is an essential question because of the potential hidden costs of owning too many investments, also known as over-diversification. While [...]
As you probably saw last week, global stock markets dropped sharply in value. There are a number of factors contributing to these recent declines including expectations of higher interest rates, falling oil prices and an economic slowdown in China.
As our focus is on the long-term, we welcome periods of sharp market declines as falling prices often produce for our clients buying opportunities with less risk. Also, periods of sharp market declines are historically normal and to be expected when investing in the stock market. Continue Reading …
The Wall Street Journal recently published a very timely article about the current investment climate. Here’s the link in case you missed it: “Retro Investing – Look Back to Get Ahead.” As the title implies, the author suggests that history can offer important lessons to help us chart an investment path forward. I agree. In […]