Fundamental vs. Technical Analysis: Understanding Two Key Investment Strategies
Investors utilitize both fundamental analysis and technical analysis to achieve success. Which approach is right for you? That depends.
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September 2020 – Market Commentary
Market CommentaryJust like July, August proved to be a profitable month for both our portfolios and the stock market indices. The DOW Jones is still down year to date, but made more strides in August in get back to break even (Source: https://finance.yahoo.com/quote/%5EDJI/history?p=%5EDJI). Recently, the tech heavy Nasdaq lost nearly 9% and over the past
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Mutual Funds vs. ETFs: Simple Guide to Diversifying Your Portfolio
Now that we have finished discussing diversification, we will dive into the most popular and arguably one of the easiest ways to diversify. That is right. This month, we are comparing and contrasting Mutual Funds and Exchange-Traded Funds. (If you have not read the past few blog postings, we highly suggest you do. We covered
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Stock Market Commentary August 2020
Market CommentaryJuly proved to be a profitable month for both our portfolios and the stock market indices. While the DOW Jones is still down about 11% from the highs earlier this year, it made some progress in July (Source: https://finance.yahoo.com/quote/%5EDJI/history?p=%5EDJI). The markets seem to be bouncing up and down within a range the past few
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Managing Diversification: Exploring Miscellaneous Positions in Your Investment Portfolio
As the saying goes, do not place all your eggs in one basket. We believe this is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you need a refresher on diversification in general, please reference our posts from the previous
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