The February 2021 Update
Stop Trying to Time the Market
There is perhaps no more widely used phrase in the investment world than…you can’t time the market. This warning has been a hallmark of Wall Street lore for as long as public markets have existed and has been ingrained into the thinking of nearly every investor from the first day they begin investing. Despite the near universal acceptance of this time-tested advice, very few actually heed it. This is evidenced by the abysmal investor returns reported by research firms such as Morningstar, DALBAR, and S&P annually. Their conclusions are always the same. Investors’ emotional decisions routinely cause them to underperform a simple buy and hold strategy..
Planning for Higher Taxes in 2021
As we begin 2021 with the Democrats in control of Congress and the White House, we can begin to assess the political agenda of the left and what impact it will have for our clients.
Day trading…cryptocurrencies…GameStop – What the heck is going on?
Stocks Had a Big Year. Should You Sell Some to Buy a Second Home?
Last year was a hot one for the stock market. If you’re sitting on some big gains, that vacation home you’ve been dreaming about may be calling your name. Here are five questions to answer before you take the plunge.
Start Making Plans for Travel Now...BUT Be Flexible
The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year, including the hopes of resumed leisure travel. But while it's good to have things to look forward to, your travel plans for the year will have to account for COVID-19 whether you receive a vaccine or not.
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