Financial Insights

Category: Investment Management

Why Patience Rewards Investors

Investment Management

Many of us look forward to summertime as an opportunity to relax and perhaps distance ourselves from some of the chaos of daily life. However, if you tend to keep a close eye on your investment portfolio, these past few months have been especially stressful. Financial markets have taken a significant tumble from post-pandemic highs, […]

5 Important Retirement Planning Age Milestones

5 Important Retirement Planning Age Milestones

Investment Management, Retirement Planning

Remember the excitement of turning 16 so you can get your driver’s license?  And 21 to be a legal adult?  Important birth dates don’t end there.   As you head toward retirement, consider the following dates as they may be critical in ensuring your financial plan’s success: Age 55:  Possible Penalty Free Withdrawals from Your 401(k)  If […]

Interest Rates – How Low Can They Go?

Interest Rates – How Low Can They Go?

Investment Management

Interest Rates – How Low Can They Go? According to Bloomberg data, the world’s stockpile of negative-yielding debt nearly tripled in size from just a year ago. This phenomenon was born of unorthodox monetary policy carried out by central banks – namely, those in Europe first and then Japan – in the hope of boosting […]

Superstition – Stock Market and Investing

Superstition – Stock Market and Investing

Investment Management

Stock Market and Investing Superstition The opening lyrics to the Stevie Wonder song “Superstition” from 1973 are: Very superstitious, writing’s on the wall Very superstitious, ladders bout’ to fall Thirteen-month-old baby, broke the lookin’ glass Seven years of bad luck, the good things in your past When you believe in things that you don’t understand […]

Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment

Investment Management

ReShelle Barrett, CFP® Most investors believe that owning bonds means an investment with low or no risk. However, bond investments are inherently exposed to certain risks including interest rate risk. And according to most recent comments by the Federal Reserve Board, there is likely at least one interest rate increase on the agenda for this […]