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Insights & Perspectives

Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Raw Returns Thumbnail

Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Raw Returns

Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always nice to have investable cash on hand. But you also might feel as if the pressure is on. Nobody enjoys seeing the market take a dive shortly after they jump in. Unfortunately, we never know when it might do exactly that. What’s an investor to do? Should you go ahead and invest the entire amount right away, or should you invest gradually, such as in 12 monthly installments?

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U.S. Elections & Stock Market Returns Thumbnail

U.S. Elections & Stock Market Returns

As we move through September and into the fall season, the 2020 US election cycle is coming down to the home stretch. No matter where one lands on the political spectrum, it’s helpful to glean insights from past election cycles. Our friends over at Dimensional Fund Advisors shared some interesting investment perspectives in a recent webcast about US elections and historical stock market returns. Here is a short clip from that webcast.

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How to Secure Retirement in Your 50s and 60s Thumbnail

How to Secure Retirement in Your 50s and 60s

A comfortable and financially stable retirement is one of the most important goals for many Americans. However, not many individuals plan for their retirement well during the last decades of employment, making them fall short of achieving their retirement American dream.

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Eight “Best/Worst” Wealth Strategies During the Coronavirus Thumbnail

Eight “Best/Worst” Wealth Strategies During the Coronavirus

For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.

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Protecting Your Investments by Understanding Your Emotions Thumbnail

Protecting Your Investments by Understanding Your Emotions

Let’s talk about your emotional reaction to unfolding news, and the impact that can have on your financial well-being. The current events have made this discussion even more important. Thoughtful, sober answers to our most pressing questions must now compete against a deluge of emotional misinformation that can be as virulent as the ailment itself.

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Participating Successfully in the Stock Market: Patience Required Thumbnail

Participating Successfully in the Stock Market: Patience Required

Not since childhood, when we were counting the school days left between spring break and summer vacation, has our patience been so sorely tested as it has since last March. In fact, thanks to the coronavirus pandemic, perhaps we are living through one of the largest-ever tests of our patience, as we painstakingly assess when we can start emerging from the shelter-in-place mandates.

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