To Inform: Deciding whether to buy or rent is a question that seems to have no definite answer, depending on who you ask. If you ask any existing homeowner, nine times out of ten, the answer is “Buy! It builds equity.” If you ask anyone in their 20’s or early 30’s they might respond with, […]
To Inform: This week we continue our series on “Principles for Successful Long-Term Investing.” These are concepts which can “tip the odds in favor” of long-term investors, based on a presentation from JP Morgan. Today’s focus – planning to live a long time. Earlier this week, Theresa LeChard, our Senior Wealth Advisory Associate, and I […]
To Inform: We all remember the story of Goldilocks and the Three Bears. Goldilocks sought food and shelter in the home of the bears and found that porridge and bedding had to be just right to make her happy. Scientists and researchers have applied the “just right” principle to things like astrobiology, medicine, childhood development, […]
To Inform: Recently, JPMorgan put out a presentation called “Principles for Successful Long-Term Investing.” The piece highlights seven concepts which, when followed, can “tip the odds in favor” of long-term investors. Over the course of the summer, we plan to use the “To Inform” portion of WealthNotes to highlight these seven concepts, and how The […]
To Inform: One of the privileges we have as financial advisors is the opportunity to learn about and meet with our clients’ children. Often, the children we meet are recent college graduates who have landed their first “real” job and are overwhelmed by the financial decisions they need to make. Do I save to a […]
To Inform: The Joseph Group’s Head Trader and Investment Operations Associate Andrew Burkey often says, “What is the market telling me?” What this statement implies is there is information embedded in the price movement of the market and investors can sometimes benefit from looking at prices to determine a fundamental story. What is the market […]
To Inform: I love it when conversations I have during the week fit together. On Wednesday, I had a phone call with a client who said, “I read an article talking about gains in the market being tougher to come by going forward…the next time we meet, I’d like to talk about what we are […]
To Inform: As the calendar has turned to May the trees are leafing out, the flowers are blooming, and market prognosticators are trotting out one of their favorite nostrums that perhaps you’ve heard of – “Sell in May and Go Away.” Are the prognosticators right, does this make sense? We’ll look at the historical data […]
To Inform: I (Theresa) grew up one of 6 kids in rural Ohio. From a very young age, I learned that we had “just enough.” My life was very simple but felt very rich. Everyone was always required to help out around the house/farm with upkeep. We were encouraged to work odd jobs, such as […]
To Inform: Earlier this week our Chief Investment Officer, Alex Durbin, led an informative Portfolios at Your Place Zoom event which took a deep dive into markets and election history. Alex kept the conversation lively by including audience poll questions like this one: Which sector of the market performed best during the Biden Administration? Technology […]