Choose volatile investments

When it comes to investing, high risk and high returns usually go hand in hand. Riskier, more volatile investments — those that tend to bounce up and down in value — will generally earn greater profits over the long haul than investments that slowly, but steadily, gain in value. If you’re saving well before you… | Read More »

How tactical investing can maximize a bull market

Yesterday’s record setting performance in the stock markets provided a prime example of how tactical investing can be used to capitalize on market momentum. When the Dow Jones Industrial Average surpassed the 21,000 mark for the first time ever, we reaped the benefit. The S&P 500 was up 1.37% for the day. Approximately 80 –… | Read More »

Diversification is the key, even in a bull market

While most financial news reports focus almost entirely on the equity market, the real value in a retirement portfolio lies in its diversification. That’s because Newton’s third law relates to investing as seamlessly as it applies to motion. What goes up, must come down. For this reason, diversification remains a critical component of any investment… | Read More »

How to weigh portfolio risk versus reward

Although often hidden in the background, risk is interwoven into every aspect of our lives. Given this inescapable reality, it is in our best interest to cultivate a sensible, and even cooperative, attitude toward it.   Toward this end it may be instructive to consider the Chinese symbol for “risk” which is a combination of two ideograms,… | Read More »

Four reasons we’re still cautious about the market

After posting negative returns in the months of December, January, and February, we have experienced a significant counter-trend rally in the stock market since mid-February.  The bulls are reading this as a sign that the seven-year long bull market has regained its footing.  We are not as confident in that assessment and see this as… | Read More »