Mid-Year 2018 Market Outlook
This year was off to a terrific start, but as the calendar turned to February, the markets provided a sobering reminder that volatility is always part of the investment process. Of course, while the road was smooth for quite some time, in many an investor’s time horizon, 5% sell-offs, 10% corrections and even 20% Bear Markets are normal. But they are often insignificant when viewed through a longer-term lens.
Debunking the Rising Rates Myths
Stocks have endured their first correction in two years as investors have begun to fret about higher interest and inflation rates. While market volatility is always very much a normal part of the investment process, we think that folks might be surprised by what the historical evidence has to say in regard to rising rates and equity returns.
One Year Since Election! Now What?
Our free report on how the market has performed since the election one year ago.
This report explores various investing options and some of their pros and cons. As your portfolio grows, options become available that may not have been when you first started investing. An investment plan and firm that worked for you when you were 30 may not be a good fit for you when you’re 50.
Ready to Feel Wonderful Again?
Nine decades of market performance tells a Wonderful story of the stock market from the holiday season through April.
Black Monday – Remembering That Day.
The date was October 19, 1987. Black Monday impacted John Buckingham. It gave him nerves of steel. 30 years later, John reflects on that day and what he’s learned over the years.
Case for Value
We believe that you pre-pay for expectations in growth stocks, whereas value stocks have already been discounted. This is why over the long-term, growth stocks have trailed value stocks, returning an annualized average of 9.4% while value stocks have returned an annualized average of 13.6% over the same time period.
You Have Questions – We Have Answers
We’ve compiled answers to the most common questions we get from people like you – people who believe they can do better.
The Path to Wealth
It is never too late to get started on your retirement savings plan. Change your future and start today.
Make the Golden Years Golden
Have you been saving for 20+ years? Now is the perfect time to make sure you’re well positioned for the home stretch into your golden years.
Are you on track for retirement? Compare what you have to what you may need. See the impact small changes today could have on your financial future.
Should You Invest in ETFs?
You are not alone if you are confused about the difference between ETFs and Mutual Funds. End the confusion with this free report.