/Financial Planning

What a Difference a Month Can Make!

What a Difference a Month Can Make! How different one quarter can be from the next. The stock market has reminded investors of those truths in a long post-Christmas rally. In the fourth quarter, gloom came over Wall Street. Bearish sentiment grew and left stocks down for the year; the [...]

By |2019-03-05T13:05:29-07:00March 5th, 2019|Financial Planning|

Average Joe missed awesome January

TD Investor Movement Index (IMX) January '19 was the best start of the year for stocks since 1987. However this did not mean that all investors reaped gains. TD Ameritrade has been publishing the "Investor Movement Index" since 2010. The index tracks "where" in the markets most investors [...]

By |2019-02-04T10:52:45-07:00February 4th, 2019|Financial Planning|

Your Diversified Portfolio vs. The S&P 500

Your Diversified Portfolio vs. The S&P 500 “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that while the U.S. equities market [...]

By |2019-01-29T19:09:00-07:00October 24th, 2018|Financial Planning|

Halloween isn’t the only spooky event in October!

Halloween isn't the only spooky event in October! October is challenging investors. October has almost always been challenging investors. Just take a look at the chart below. Since 1950, October has delivered more 1% market swings (up or down) than any other month. This year is proving to be no [...]

By |2018-12-28T10:34:17-07:00October 12th, 2018|Financial Planning|