Basics of Investing

  • Why Aren't Millennials Investing, and Why They Should Be
    on February 13, 2018 at 3:53 pm

    By  Douglas A. Boneparth, CFP®, AIF®, MBA A number of recent statistics indicate Millennials are not investing in the stock market. One study reveals that  60% of Millennials  aren’t investing; another shows the number is as high as  80% . Either way, the number is too high, and it means a large portion of t […]

  • Stock Market: Understanding And Dealing With Volatility
    on February 13, 2018 at 3:24 pm

    The last couple of weeks in the stock market came as a big surprise to many, and as such have been somewhat scary. Four digit drops in the Dow are numerically historical, but in percentage terms nowhere near the records but a week like last week, with big swings in both directions, felt like a disaster even thoug […]

  • 3 Money Tips To Survive the Stock Market's Wild Ride
    on February 9, 2018 at 8:20 pm

    This content is made possible by our sponsor; the views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Stocks’ roller-coaster ride this week is just as much as any market-watcher can stomach. It’s been two years since the last […]

  • The 3 Biggest Money Mistakes Millennials Make
    on February 9, 2018 at 3:44 pm

    By  Herbert Kyles, AWMA® Did you know you’re primed for financial success when you’re in your 20s and 30s? You’re in the best position to build and grow wealth because you have time on your side. Now is when you should start saving and investing a percentage of your income to give your nest egg time to benefit […]

  • Why Women Are Better Investors Than Men
    on February 8, 2018 at 3:43 pm

    By  Gavin DiStasi, CES, CDFA My business partner Jarrett had a long business meeting that he emerged from looking a little worn out. He proclaimed that he no longer wanted to work with male clients, just female ones. We have many male clients at our firm that we enjoy working with. But it is not the first tim […]

  • Prepare Now for the Next Financial Storm
    on February 5, 2018 at 6:46 pm

    By  Christopher Ure Climate scientists have been warning that extreme weather would become more frequent and intense, yet the 2017 hurricane season and this winter still seem like a brutal wake-up call to nature’s extraordinary power. The frightening possibilities turned into realities across large areas of our […]

  • Why You Should Become More Risk Tolerant
    on February 2, 2018 at 3:14 pm

    By  Dan Danford, CFP Although it is not formal research, my experience suggests that people are naturally  risk adverse .  Risk tolerance  starts low and rises over time with experience, education, cultural norms and success. It also cycles up or down with specific circumstances, the economic climate, or a wider […]

  • Why You Need to Start Investing in Your 20s
    on January 23, 2018 at 1:27 pm

    News about the stock market is in the headlines these days. You can't turn on the television, pick up a newspaper or check the daily news on a website without hearing or seeing reports about how the stock market is doing. If you've never invested, all of the names and numbers you're hearing about might seem lik […]

  • How Fed Rate Increases Impact Investors
    on January 10, 2018 at 3:26 pm

    By  Steve Economopoulos, CFP, ChFC, CMT One of the main factors impacting the current market, an omnipotent issue, is the role of the  Federal Reserve Bank  (the Fed) and how it influences the movement of the stock market. There is a relationship between what the Fed does to the  discount rate , and how it […]

  • 3 Basic Rules for New Traders
    on January 3, 2018 at 3:22 pm

    The New Year is a time of change for many people. For investors it is frequently a time when many decide to get more active and devote some of their capital to trading, rather than investing in a more passive manner. However, the sad fact is that by about half way through the year most of those who make that decision […]