Imagine a client who is very conservative–a risk-averse investor. It’s 1999, and she has watched from the sidelines as tech stocks have skyrocketed. Year after year, she’s seen tech equities beat cash and bonds like clockwork. The client grows convinced that there’s no risk to investing in tech stocks — they only go up. In …
stock market
When Will the Stock Market Correct?
Classic rock fans may remember the Grateful Dead song that goes, “. . . when life looks like easy street, there is danger at your door.” Those lyrics sound like they were written for 2018. It seems everybody is asking when the stock market will top out and pull back. One thing is clear: The …
Black Monday – Those were the days
Imagine if on Monday the Dow Jones Industrial Average was down by 5,326 points. Or if the S&P 500 Index was down by 585 points. That’s about 22 percent in a single day. Stock market crash That’s exactly what happened on Black Monday, October 19, 1987. On that day, 30 years ago, stock markets around …
Why Aren't My Investments Doing What I Expected?
Have you ever opened up your investment account statement to find yourself disappointed in the numbers you’re seeing? Many investors are surprised, and often dismayed, by the performance of their investments. The problem might not be the investment, however. It might instead be that you didn’t have a realistic understanding of your investments from the …
Should I own stock in retirement?
Some investors are concerned about the volatility of the stock market, yet all retired investors do better with investments that grow faster than the rate of inflation. Stocks have historically been the best asset class to keep ahead of inflation. What is a retired couple to do? What percentage of your portfolio should be in …