We’re a month into The Boston Advisor’s journey. Here’s what’s happened so far, the stats, highlights and lowlights, and what’s in store for the next few weeks.
Investors struggle to hold onto their investments during challenging times. The news typically doesn’t help. It’s important to remember that the news reports today’s events, and shouldn’t be misconstrued as investment advice.
There are benefits to taking Social Security early that are sometimes overlooked by advisors and claiming strategy calculators. This piece highlights those advantages as well as the risks of claiming early.
Global economic growth is slowing, but a successful resolution of trade disputes and Brexit should help. Investors have an opportunity to reposition their portfolios into three areas of the stock market that have started to outperform: value, large caps, and international stocks.
Value investing has struggled recently. This post provides a review of the current situation, how often value stocks have stretches like this, and what has happened historically after value has underperformed.
Thank you for checking out my blog, The Boston Advisor. My name is Sammy Azzouz, and I’ll be sharing personal finance and investment articles I think you’ll enjoy and some of my own posts. I am the President of Heritage Financial, an independent wealth management firm based in the Boston area. Over the years I’ve …