Patience is a Virtue
I completely understand that the last few months have been scary with the swift drops in the market. Clients call everyday expressing their concerns, and asking me where do I think we go next. Look, it’s completely normal to have... Read More →
4 Don’ts for Investors During a Correction
It’s finally here. The stock market correction that we’ve all been fearing and anticipating. We haven’t seen a 10% correction since 2011. In addition, we haven’t seen a bear market since 2008-2009 credit crisis. I’m sure you’re wondering just how long... Read More →
Time to Stress Test Your Investments
When I think of stress test, I imagine a patient in a doctor’s office running on a treadmill. Along with tons of sensor patches connected all over the chest. The point of the stress test is to measure just how... Read More →
4 Things Your Investment Plan and The Walking Dead Have In Common
Imagine waking up in a hospital bed. You have no idea how you got there. You look around confused and start pulling off wires. You push the little nurse button again and again. No one responds. There are no sounds... Read More →
What’s Your Plan If The Market Falls?
It’s on every investors mind. Shall we dare speak it? What will I do if the market falls? If you’ve been investing for any length of time then you’ve experienced a market correction much like the one we are in now.... Read More →
Money Mumbo Jumbo: What’s The Difference Between Large and Small Cap Stocks?
Large cap, mid cap, small cap what does all this money mumbo jumbo mean? You’ve probably heard this technical jargon thrown around by my industry. Additionally, you’ve noticed it describing your 401(k) investments too. If you’re scratching your head wondering... Read More →
5 Strategies To Protect Yourself From Rising Interest Rates
It’s almost as certain as death and taxes. Interest rates will go up. These low interest rates we’ve enjoyed for years will begin rising. I personally believe we still have some time before rates start upward. Since you have a... Read More →
Day Trading Your 401(k)? 6 Reasons To Stop Now
Are you day trading your 401(k) at work? Shame on you! We all know that day trading is a recipe for disaster. Or do we? What’s day trading you ask? Well, day trading is buying and selling investments during the... Read More →
Avoid The Freak Out!
Here we go again! Well there is no doubt that the stock market has entered correction mode! Brilliant statement, right? Unfortunately, this one may smack a few investors in the face. Why? Well, we haven’t had a substantial correction in... Read More →
The Most Dangerous Time in the Stock Market
We are in a dangerous time in the stock market. It’s not a dangerous time because of a crisis or volatility. It’s dangerous time because investors start to become overconfident. We have not had a substantial stock market correction in... Read More →