Diversification: Miscellaneous

Diversification: Miscellaneous

Diversification: MiscellaneousAs 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...
July 2020 – Market Commentary

July 2020 – Market Commentary

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...

Diversification: Bonds

Diversification: BondsAs 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...
June 2020 – Market Commentary

June 2020 – Market Commentary

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...
Diversification: Stocks

Diversification: Stocks

Stock DiversificationAs 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. (This post will solely cover diversifying stock positions and we will be...
May 2020 – Market Update

May 2020 – Market Update

The Stock Trader’s Almanac has famously said:  “Sell in May and go away!”  The idea is that while the stock market may be positive, it is the least seasonally strong during this six-month period of time each year on average.  We must always keep in mind that past...
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