invest
-
2018 Tech Stock Market Performance & Outlook
Stocks picked up in 2018 right where they left off last year. Global equity indexes were higher in all four trading days, international outpaced the US, technology and high momentum stocks led and sma
-
Financial Outlook: Navigating Investor Expectations & Future Returns
Investors have enjoyed juicy equity returns for the past several years. Now there is evidence that many investors have become accustomed to the higher market returns and are projecting more of the sam
-
Bull Market Momentum: Global Stocks Rise in Early 2018
Global stocks continued their upward march, ending the week at healthy gains. They paused only briefly Wednesday, which so far has been the only down day in 2018. Much like last year, foreign stocks m
-
Market Unfazed by Potential Government Shutdown Amid Positive Earnings
Stocks continued a torrid march higher, inspired by early earnings results and un-fazed by threats of government shutdown. Temporary government funding is set to run out of money tonight (Friday), tho
-
Federal Government Shutdown Ends: Key Policy Shifts and Fed Leadership Change
On Monday, Congress passed a three-week spending bill to end the government shutdown that kicked off late last week. Immigration debate was a central topic between Democrats and Republicans, and the n
-
Active vs. Passive Investing: Which Strategy Wins?
Performance matters when it comes to investing. One question that is often asked when it comes to investing is: Active vs. passive investing, which is better? For many years we’ve watched thousands of
-
Market Volatility Alert: Understanding Recent Stock Selloff
It was a bruising week for stocks. After more than a 7% increase to start the year, global equities gave back half of those gains over the last five days. Investors grew skittish after a string of mos
-
Master Your Finances: 7 Essential Things to Know
For successful financial planning, it is critical to understand what you’ve got, how much you make, what you owe, how you spend, and how you are investing for the future. If you have a solid foundatio
-
Market Correction: Understanding Volatility and Potential for a Bear Market
Global stocks entered correction territory for the first time in nearly two years. The most commonly cited trigger is increased fear around rising rates and inflation – ironically driven by strong eco
-
Market Rebound: Dow, S&P & Nasdaq Gain After Volatile Week
Following last week’s 5.2% decline, which was one of the worst weeks we’ve seen for two years, the Dow, S&P, and Nasdaq are up 4% for the week and posted the best weekly gain we’ve seen since 2013
-
Bond Yields & Interest Rate Hikes: What Investors Need to Know
After a sharp rebound the week before, stocks struggled early on to keep momentum. Wednesday’s release of the Fed minutes drove an end-of-day selloff and small uptick in bond yields, as fears re
-
Market Volatility: Interest Rates, Trade Wars & the Fed
Interest rate and trade war fears reignited volatility, and U.S. stocks briefly dipped back into negative territory for the year. New Fed Chairman Jerome Powell testified to Congress on Tuesday and Th
-
Stock Market Gains Momentum Amid Trade Talk Easing & Trump-Kim Meeting
Easing fears around possible trade wars and a strong jobs report drove stocks higher. President Trump signed tariffs on steel and aluminum but softened his tone as the week progressed and exempted Can
-
Washington Week: Tariffs, Trump's Personnel Moves & Fiduciary Rule Ruling
Stocks drifted lower as investors pondered the impacts of tariffs, White House drama, and rising interest rates. Secretary of State Rex Tillerson was fired by President Trump on Tuesday, while Chief o
-
Market Recap: Trade War Fears, Fed Rate Hike & Weekly Market Performance
The U.S. Markets suffered the biggest weekly decline in more than two years related primarily to concerns over a trade war with China. The S&P 500 finished down 5.9%. The Fed hiked the Fed Funds r
-
Stock Market Volatility: Understanding Upward & Downward Trends
It was a wild week for stocks — a seemingly fitting end to what has been a wild quarter overall. U.S. equities jumped Monday when it appeared fears of a trade war with China may have been overblown. T
-
Understanding Your Investment Risk Tolerance: A Comprehensive Guide
At some point, you’ve probably been asked what your risk tolerance is regarding investments. Risk tolerance is critical to constructing an appropriate portfolio for each individual, but the industry i
-
Market Update: US-China Trade, Syria & Fed Outlook Impact Stocks
A conciliatory tone on trade from both China and the US as well as easing fears around a military escalation stemming from Syria’s apparent chemical attack led to rising stock prices. Tech stocks got
-
Q1 2018 Market Review: Volatility Resurfaces & Strategic Adjustments
After a lengthy snooze, market volatility resurfaced in Q1. The year started off hot. US stocks rose 5.2% in January and extended the S&P 500’s all-time record for consecutive positive months to 1
-
Cryptocurrency Investing: Avoiding the Pitfalls of FOMO and Market Volatility
Bitcoin has taken investors on quite the adventure. As its price soared to nearly $20,000 late last year, the cryptocurrency swept up new converts in its momentum — many of whom were no doubt disappoi
invest
- Brokerage Accounts Explained: A Beginner's Guide to Investing
- SEP IRA for Self-Employed: A Comprehensive Guide
- Understanding Loan Repayment: Principal & Interest Explained
- Maximize Your Retirement Savings: Year-End Planning & Strategies
- Wash Sale Rule Explained: Minimize Capital Gains Taxes
- Robinhood vs. Webull: Which Investing App is Right for You?
-
Unlock Financial Success: The Power of VulnerabilityBeing vulnerable isnt exactly a popular subject for most of us. But did you know it can change your financial life for the better? Vulnerability may seem like something ...
-
Retiring in the City: 3 Unexpected Benefits for a Vibrant RetirementAerial view of San Francisco city in California, USA Many workers imagine themselves retiring and living along sandy beaches, or in quiet, wooded areas offering optimal peace and quiet. Others, meanwh...
-
Improve Investment Decisions: 4 Brain-Based Strategiesdiv.cust...
-
Understanding Canceled Checks: What They Are & Why They MatterPaper checks have long been the means to pay bills and make purchases using money that is deposited into a bank checking account. A canceled check is one that has made the journey from being written, ...