Basics of Investing

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  • 3 Reasons Why Stocks Often Drop On Good Earnings
    on April 13, 2018 at 3:15 pm

    Earnings season got underway in earnest this morning, with releases from three big banks, Citigroup ( C ), JP Morgan Chase ( JPM ) and Wells Fargo ( WFC ). Reports of Q1 2018 results will come thick and fast from hereon out and, by the time things start to slow down a few weeks from now, there will inevitably be som […]

  • 7 Retirement Savings Tips for Millennials
    on April 12, 2018 at 8:53 pm

    By Daniel Ruedi Millennials  often think they are too young to get serious about investing for retirement. The truth is, with the majority of their earning and saving years ahead of them, young people actually have the most at stake when making investment decisions. Any mistakes are compounded over a long […]

  • The Unique Retirement Planning Needs of Women
    on April 12, 2018 at 8:22 pm

    By Katie Moore When it comes to planning for retirement, there is no one-size-fits-all option. While the retirement goal of being able to live comfortably may be the same, the path to reach that goal can be very different for men and women. There are some unique issues that women need to account for that don’t […]

  • What Is A Market Correction?
    on April 11, 2018 at 3:59 pm

    During the latest bout of market volatility, you may have heard at least once that the Nasdaq, S&P or Dow has slipped into “correction territory”. It is usually said with an ominous tone and is therefore often scary for investors, but many aren’t aware that it has a specific meaning and has implications for t […]

  • Hedging:Stop Loss Vs. Options Strategies
    on April 10, 2018 at 6:25 pm

    By Joseph Halpern, CEO of Exceed Investments , LLC. March was a good test run for the inevitable market downturn. After being on cruise control for approximately two years the fear of inflationary pressures combined with quickly rising rates spooked the market resulting in a quick 10% drop. Sometimes when thes […]

  • Forecasting Market Returns is Really Easy
    on April 5, 2018 at 2:13 pm

    By Ron Surz , Originator of Age Sage Returns on stocks and stock markets are the result of just 3 factors, 2 of which are easy to predict. The hard factor to predict is Price/Earnings ratio because it is driven by investor psychology. All you need is a P/E forecast and you’ve got a forecast […]

  • 3 Mistakes To Avoid When Selecting ETFs
    on April 3, 2018 at 2:08 pm

    The widespread adoption of exchange-traded funds has allowed everyday investors to become successful investors.  These innovative tools achieve this task by reducing costs, increasing diversification, enhancing transparency, and mitigating taxes, just to name a few.  Yet, as an investment advisor, I am st […]

  • Investing Requires a Different Way of Thinking
    on March 30, 2018 at 2:44 pm

    By Dan Danford, CFP Many people believe superior cognitive skills are transferrable to any profession. An IQ test, one measure of cognitive ability, is designed to identify how quickly you can spot patterns or solve problems, and the ability to quickly identify patterns can lead to accurate medical diagnoses, […]

  • How Investors Can Outsmart The Herd
    on March 28, 2018 at 6:52 pm

    Since the market bottom in March of 2009 following the Financial Crisis, the S&P 500 has enjoyed a rise of nearly 300%, a move on par with some of the largest in history.  From a fundamental perspective, there has been plenty to get excited about over the intervening years with respect to economic growth, job […]

  • Are We Hardwired To Derail Our Own Investments?
    on March 28, 2018 at 5:29 pm

    People don’t make rational decisions, including decisions about investing. The degree to which we make ludicrous choices depends on our DNA. (No, really; bear with me.) Decision making by both investors and advisors can be less reckless if we understand more about individual behaviors and why we make the financia […]

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