Posts Tagged ‘Investments’

Long-Term Investment Truths

Tuesday, September 13th, 2016

You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others you glean along the way. First & foremost, you learn to shut out much of the “noise.” News outlets take the temperature...

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A Shift in Sentiment

Tuesday, April 12th, 2016

Spring has arrived in most of the nation. As we enter this new season, we have recently seen a break from the significant volatility we experienced in the first two months of the year. However, although there is increased clarity on several issues that cast a cloud of uncertainty...

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Why DIY Investment Management Is Such a Risk

Tuesday, October 13th, 2015

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you...

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Do Our Biases Affect Our Financial Choices?

Tuesday, October 6th, 2015

Investors are routinely warned about allowing their emotions to influence their decisions.  They are less routinely cautioned about letting their preconceptions and biases color their financial choices. In a battle between the facts & our preconceptions, our preconceptions may win. If we acknowledge this tendency, we may be able...

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Midyear Outlook 2015: Some Assembly Required

Tuesday, August 11th, 2015

Few things can dampen the excitement of seeing the delivery of a long-awaited package on the porch than three words—“some assembly required.” Whether it is navigating the confusing instruction manual, sweating through the complicated assortment of parts, or the sinking feeling that you don’t have the right batteries in...

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Spring Market Update

Tuesday, May 26th, 2015

Many of us are spending our Saturdays out in the yard, helping our lawns bounce back from a tough winter. As the brown patches and bare spots that are reminders of colder days fade, our lawns’ roots are showing underlying strength. It’s heartening to see the new growth and greenery now...

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Market’s March Madness

Wednesday, April 1st, 2015

The Final Four of the 2015 NCAA College Basketball Tournament is set with Kentucky, Wisconsin, Duke, and Michigan State headed to Indianapolis to determine this year’s college hoops champion. In that spirit, we share LPL Research’s Final Four for stock market investing: the economy, earnings, valuations, and technicals. Based on...

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Outlook 2015 Spring Update

Monday, March 30th, 2015

Spring update to our Outlook 2015 on the stock market, bond market, and economy.  

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A Very Different Nasdaq

Thursday, March 5th, 2015

An interesting new infographic from our friends at LPL Research (click on the image for a larger version):  

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Q4 2014 Earnings Season Dashboard

Friday, February 6th, 2015

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