Read our latest quarterly commentary which highlights Beck Bode’s principles of goal-focused portfolio management and how these goals remain unchanged. The second part of the commentary, is a deeper dive into our current observations and how 2018 and 2019 were dramatically outstanding years for the American economy and for corporate earnings and dividends.
Is your financial advisor operating exactly like a robo-advisor? What exactly is a “robo-advisor?” In a nutshell, a robo-advisor is an online, automated version of a financial advisor. You visit a robo-advisor’s website, enter data about your financial life, and the robo-advisor invests your money accordingly with minimal human interaction. Before I continue, let me
How a Financial Advisor Can Keep You Out of Trouble with the IRS Recently I was talking with an investment advisor about what we do and how we work with clients. I mentioned that I had been following up with clients who had Solo 401ks, explaining that I have a new client who has a
By Veronica Dagher Wall Street Journal March 11, 2016 5:30 a.m. ET For more than three decades, Paul Pignone of Boston Retirement Advisors LLC has helped clients prepare for later life. But the 67-year-old dragged his feet and struggled for years with his own retirement-planning challenge—finding a way to cash out of the business he built
What can investors learn from The Big Short? In episode 3, Jim and Ben take an in-depth look at issues raised in the 2016 Oscar winning film The Big Short. Eight years after the 2008 housing collapse, it’s apparent that our financial market is still dominated by similar financial products like mutual funds, exchange traded funds, and
Early in the day on Feb. 11, 2016, the Dow plunged 350 points, on track to its lowest point in two years. The S&P 500 dropped almost 2%. This was the longest losing streak since last August. January saw the worst decline on record for the month with an 8% loss in the S&P in
Don’t look now, but the panic of 2016 has begun. So far this year the markets have been pretty ugly. It probably doesn’t help that 2015 wasn’t exactly a pleasant ride for investors. The year began with six months of pretty solid returns. But by the end of December, the markets had ungraciously taken back
How did your fantasy football season wind up? Early exit, or, bragging rights for a year? Well, no matter how your team performed in 2015, did you know that by applying some of the same principles utilized by very successful stock market investors, you can greatly improve your Fantasy Football performance? Here’s how: Step 1.
As a chief investment officer of a successful financial firm, and also a father of “three under four,” I certainly understand how college savings and planning are tremendously important pieces of my long-term portfolio. One of the keys for effective college savings is to set aside money early in your children’s lives, to make the
History has taught us that financially tough times don’t last. Yet, when volatile markets appear, we see many investors still make unwise, impulsive decisions. On the other hand, it’s no surprise that successful investors can calm their emotions, look big picture, and rely on their disciplined economic process to benefit from the opportunity. Remember, corrections