Posts Tagged ‘investments’
Does Bitcoin Have a Place in Your Investment Strategy?
In 2013 I bought my first Bitcoin. I was a financial advisor at a not-to-be named wirehouse in Clayton, Missouri and a friend tried to explain to me what blockchain was. At the time, Bitcoin was around $50 per coin. In 2013 I sold my first Bitcoin. After all, how high could this…
Read MoreA Note On Market Volatility
Surprise! Stock markets can be volatile. Ask your fee-only financial advisor to help you remain disciplined.
Read MoreEvaluating Portfolio Performance – Part 1
This article will help you understand the risk/reward trade-offs inherent to investing, and put your portfolio performance into context so you can have a better, more informed and smoother investment experience.
Read MoreRiding High… 2Q2019 Review
The sky is falling mentality has just pushed the stock market to record highs. That the housing market is slowing, wages are stagnant-or negative in real terms, and you can get a higher return investing your money in 3-month government debt than 10 year debt (yield curve inversion) doesn’t seem to matter and the markets…
Read MoreUsing Covered Calls to Generate Income and Hedge Concentrated Stock Positions
Deciding to sell a stock you’ve inherited or held on to for 25 or more years can be difficult and even emotional, and increasingly I find myself suggesting alternative strategies than an outright sale for the purposes of diversification.
Read MoreZoom Out
“Why should I invest money in the market when it’s near all-time highs?” – Investors, c. 2015, 2005, 1997, etc
Read MoreRead This Before Investing: The Investment Policy Statement
Enter the Investment Policy Statement or IPS. The IPS is not a contract and makes no guarantees. Rather, it articulate the types of investments (ingredients) and range of outcomes an investor should expect given their risk tolerance.
Read MoreA Valentine’s Day Gift
December’s market selloff- or rather, January’s recovery, provided investors with a tremendous gift. We now have the rare opportunity to reassess our portfolio and perhaps more importantly, our behavior and tolerance for risk, without the usual triggers for such evaluation; namely significant loss of capital. As many studies have shown, the vast majority of investors…
Read More2018 Market Review
As we reflect on 2018, it is tempting to sugarcoat the year by simply reporting that it was a record-setting year for stocks – because so many investors would rather quickly forget the end results. So here are the end results: 2018 was the worst year for stocks since 2008 and only the second year…
Read More2Q Newsletter Commentary
Key themes from the second quarter of 2018.
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