Financial Planning and Investment Blog
Protecting yourself from a bear market involves a willingness to ride out the decline and wait for the eventual recovery. If someone tried to buy your home at a discount, you wouldn’t let them. Why not do the same thing with your investments?
A list of seven recommended books to read in three categories - business and investing, management, and fiction.
Surviving a bear market often comes down to positioning your portfolio properly heading into one. Part two of our series covers the asset allocation guidelines to consider based on your investment time horizon.
A brief update on the progress of my financial planning book and overview of what readers can expect come April.
First in a series of posts addressing investor concerns about how to protect themselves from the next bear market.
Continue Reading Protecting Your Portfolio From a Bear Market
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.