h-subheader

Newsletters and Articles

Information designed to help you boost your financial confidence.

ARTICLES

Should Investors Go Passive?

  • The “active versus passive” debate remains alive, and investors continue to ask if passive is right for them.
  • Passive investing is a suitable strategy for some investors, but it is most certainly not appropriate for all.
  • Here’s a test that can help determine if an investor is suited for passive investment strategies.

Published on 12/21/20

How Will The Market Do Next Year?

  • It’s that time when investors start asking how the stock market will do next year.
  • Data indicate that this task is harder than it may seem.
  • Focus on fundamentals more than forecasts to prevent unnecessary risk.

Published on 12/14/20

We Won!

  • The stated efficacy rates of the COVID-19 vaccines indicate that they not only work but work extremely well.
  • However, strong technology does not always imply immediate adoption, and history has shown this to be the case.
  • Even though the vaccine rollout may get bumpy, this will be over eventually.

Published on 12/07/20

Is It Time To Celebrate?

  • The current bull market has pushed the Dow Jones Industrial Average to the precipice of the 30,000 level.
  • There is a long history of designating major milestones in stock indexes and then running countless hours of coverage surrounding the event.
  •  While major milestones should be celebrated, avoid the temptation to derive a deeper meaning from these historic events.

Published on 11/20/20

Is It Time To Buy Bitcoin?

  • Bitcoin has exploded since March and attracted attention from the media and investors.
  • Any sound investment decision must incorporate the bull and bear case.
  • Owning cryptocurrencies is fine as long as your financial future does not depend upon them rising over time.

    Published on 11/13/20

What Now?

  • It appears that the Democrats will keep the House, and Republicans will hold the Senate.
  • Divided governments diminish presidential powers because passing policy becomes harder.
  • The less the politicians meddle with the economy, the better off investors tend to be over time.

Published on 11/6/20

Are Taxes Going Up?

  • Tax policy has taken center stage in the final days before the election.
  • Hurdles exist that make Biden’s proposed tax plan difficult to implement.
  • The taxes being proposed are a headwind, not an anchor.

Published on 10/30/20

And The Winner Is…

  • Republicans and Democrats are using historical stock returns to explain why they are the best option for investors.
  • Both parties appear to be using history to support their conclusions.
  • When it comes to statistics, consider them guilty until proven innocent.

Published on 10/23/20

Quarter In Review

  • U.S. economic growth fell an annualized rate of 31% during the second quarter of 2020, but the tide appears to have already turned.
  • Forecasts are calling for a third quarter rebound of a coincidental 32%. However, a 31% drop is not the same as a 32% gain.
  • Arguably the most contentious Presidential election in history is weeks away, and the aftermath is likely to weigh on the minds of investors into 2021.

 

Published on 10/16/20

What Scares You?

  • Halloween is weeks away, and it’s hard to think of a scarier time for investors
  • There is no shortage of issues facing investors, and some want to go to cash until things calm down
  • Let’s address these concerns head on

 

Published on 10/9/20

NEWSLETTERS

SIGN UP FOR OUR NEWSLETTERS AND ARTICLES

Click below to sign up to receive our newsletters and weekly articles written by our Chief Investment Officer Mike Sorrentino. 

SCHEDULE your APPOINTMENT

Request your appointment using the form below, and we’ll reach out to you as soon as possible to schedule a meeting time.

CTA – Schedule an Appointment