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Wills vs. Revocable Trusts

The end of the year is a great time to make sure your Wealth Plan is in order, and Estate Planning is a key part of your wealth protection strategy. Jeff Mangieri of DeAndrade Mangieri, LLC attorneys at law, is a wonderful resource for our practice and our clients. Jeff specializes in general business representation and transactional services in addition to estate planning and probate services.  Jeff provides a range of estate and trust planning services to individuals at various
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Reacting Can Hurt Performance

Fall is in full swing; the leaves are changing, the air is crisp and football fans everywhere are glued to their TVs. Every year about this time, I reflect on what I have to be thankful for. My great clients, family and friends top the list. I am so grateful for the opportunity to work together towards achieving your most important long-term goals. You may be thankful that you have adopted a long-term investing perspective when you see the chart
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Quarterly Market Review Q3 2016

Click the link below to view our Quarterly Market Review for Q3 2016! The following youtube video, Making Sense of Markets, might help you follow our power point even better. Quarterly Market Review Q3 2016  

Investment Committee Briefing Q3 2016

So far this year, one of the big stories in global markets was the surprise Brexit vote in the third week of January. Conventional wisdom was that this event was a harbinger of future economic weakness and lower markets. Markets fell a bit on the news; however, as so often happens with conventional wisdom, it was quickly cast aside. By the start of Q3, the S&P 500 had almost recovered to its 2016 high levels. In the weeks that followed, the S&P 500 and several
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There is Always a Reason to Sell…Unless You Want to Achieve Your Goals

The problem with good advice is that it tends to be boring, especially when it comes to your portfolio. This is a good thing. For investors, excitement can be your worst enemy. Excitement generates headlines; it causes people to be greedy or fearful; it drives volatility and speculation — all resulting in too many people compromising their financial futures. If you’ve been invested over the past 15+ years, you’ve certainly lived through more than your share of excitement. In the
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Do All-Time Highs Mean Overvalued Markets?

    On August 15, the Dow Jones Industrial Average, the S&P 500 and the Russell 3000 all closed at record highs, welcome news for the average stock investor who has patiently invested for the long-term. But many ask, “Does the fact that a stock market index breaks through to an all-time high closing level suggest that the market is at a precarious level?” It can be tempting to compare a stock market at its all-time high to standing on
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Presidential Elections and the Stock Market

  “Over the long run, the market has provided substantial returns regardless of who controlled” Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well‑served to avoid the temptation to make significant changes to a long‑term investment plan based upon these sorts of predictions. Short-term Trading and
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Could You Be Your Own Worst Enemy?

“The investor’s chief problem — and even his worst enemy — is likely to be himself.” — Benjamin Graham The Intelligent Investor, 1949 The U.S. stock market (measured by the S&P 500) was down more than 5% two days following the historic Brexit vote. Investors sold out of stocks as it seemed the market was on course for a global market correction. Yet, only five trading days later the market was near its pre-Brexit level. I believe the panic was
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Presidents and Your Portfolio

  As we approach Election Day on November 8, there will be endless debate, prognostication and media hype. But even before a single vote has been cast, the potential results are already being priced into stocks around the world. While elections do have real consequences and can certainly impact individual companies, in aggregate they tend to be less important than many of the other factors that drive stock prices. How much influence will the next president have on the price
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What “Let Markets Work for You” Really Means

  It all begins with markets. But what are capital markets? What functions do they serve in our economy and society? By definition, markets allow investors to provide capital in exchange for the potential creation of wealth. In society, markets play a critical role. Here’s how: Investors provide capital and bear risks. In exchange, they receive compensation for taking on risks. This is how wealth is created. Successful investors know that in the real world, not all risks are worth
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