As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
Read MoreWhat does a century of economic cycles teach investors about investing? This interactive exhibit examines how stocks have behaved during US economic downturns.
Read MoreWhen markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.
Read MoreA top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but it is actually a reference to 1967, when IBM represented a larger portion of the market than Apple at the end of 2019 (5.8% vs. 4.1%).
Read MoreAre you a tech professional who is expecting layoffs at your company? Did you know that you can negotiate the details of your termination in the same way that you negotiated your initial job offer? Read on to learn more.
Read MoreDo you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The last few weeks have produced many examples of a stark contrast between stock market performance and economic indicators. So why the apparent disconnect?
Read MoreRecessions understandably trigger worries. But a history of positive average performance following a recession can be a comfort for investors wondering about sticking with stocks.
Read MoreUnderstanding the range of potential outcomes can help you stick with a plan and ride out the inevitable ups and downs.
Read MoreIf you’ve been thinking about working with a financial planner then I have some great news for you – modern-day financial planners can meet you virtually over Zoom, Facetime, Skype, etc. So you can get your finances in order while sheltering in place.
Read MoreThe tech industry has largely escaped the widespread job losses and business disruption that other sectors are experiencing. Here are seven reasons why NOW is a good time for tech professionals to start a financial planning regimen that ensures that they can emerge from any situation on track and well-positioned to meet their life goals.
Read MoreIf you are a small business owner or self-employed person, read on to learn what the CARES Act means for you.
Read MoreIn the wake of the historic $2 trillion stimulus bill that Congress and President Trump have enacted in response to the COVID-19 pandemic, we’d like to help you understand how the provisions of the bill may affect you.
Read MoreThe 2020 Stimulus Bill (aka the CARES Act) includes significant changes to distribution rules for retirement plans. Here are some of the highlights:
Read MoreThe impact of missing just a few of the market’s best days can be profound.
Read MoreAre you a tech professional who avoids investing because you are risk averse? Read on to make sure you’re not making this one critical mistake.
Read MoreInvesting for the long term helps to ensure that you’re in the position to capture what the market has to offer.
Read MoreIn the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?
Read MoreInvestors should understand that IPOs have generally underperformed broader market benchmarks in recent decades and that their fundamental characteristics suggest lower expected returns.
Read MoreOutguessing markets is more difficult than many investors might think. While favorable timing is theoretically possible, there isn’t much evidence that it can be done reliably, even by professional investors. The positive news is that investors don’t need to be able to time markets to have a good investment experience.
Read MoreA globally diversified approach can deliver more reliable outcomes over time with less volatility than investing in individual countries. This can help investors stay on track, through all kinds of markets, toward their long-term goals.
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