Now that we have finished discussing diversification, we will dive into the most popular and arguably one of the easiest ways to diversify. That is right. This month, we are comparing and contrasting Mutual Funds and Exchange-Traded Funds. (If you have not read the...
Market CommentaryJuly proved to be a profitable month for both our portfolios and the stock market indices. While the DOW Jones is still down about 11% from the highs earlier this year, it made some progress in July (Source: ...
As the saying goes, do not place all your eggs in one basket. We believe this is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you need a refresher...
Market Commentary The ongoing Covid pandemic affected the market, both higher and lower, in June. In our last market commentary, we said the probability of a short term pull back was very high and just a few days after our commentary was posted, from June 8th until...
As the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you need a refresher on...
May ended up being a profitable month for our portfolios and a profitable month for the major stock market indexes as well. We’re still quite a bit ahead of the DOW in our in-house managed portfolios year-to-date. There are a lot of conflicting issues to consider...
