Articles on the stock market

Use the Calm to Prepare for the Bear

We are in the midst of a rather extraordinary stretch of smooth and positive stock market returns.  It’s been well over a year since we last saw a 5 percent pullback in the S&P 500, dating back to Brexit in June of last year.  This spate of peaceful markets is rare.  According to Guggenheim investments, […]

Why investing internationally is still a good idea

If you’re like many U.S. investors, you may wonder why you would invest in international stocks. Overseas markets just seem riskier, especially when we read news about an on-again off-again Brexit, terrorist attacks in the UK, saber-rattling in the Korean Peninsula, and continued conflict in Syria. No greater financial sage than Warren Buffett, CEO of […]

Leveraging Your Paycheck Through Your Company ESPP

Employee Stock Purchase Plans (ESPPs) are a benefit offered by over 50% of publicly traded companies, yet fewer than one-third of eligible participants use them.  This often-overlooked benefit is a great way to grow your wealth. Unlike other types of stock plans such as Incentive Stock Options (ISOs) or Nonqualified Stock Options (NSOs), generally any […]

Four Steps If You’re Feeling Nervous About the Markets

With Dow recently crossing 20,000, the general mood among many investors is not euphoric but cautious.  The uncertainty that some see in the new Trump Administration has extended to fear about its impact on world financial markets. The argument goes like this.  We are in the midst of an eight year bull market for US […]

Four Reasons to Ignore Dow 20,000

At the end of last year, it seemed almost every day the Dow set a new all-time record.  The Dow is likely to reach the 20,000 threshold in the weeks to come (if it hasn’t happened already).  But is this important and what does it portend for your financial future? The Dow, short for the […]

Will the Election Tank the Market?

With the first presidential debate behind us, there is one conclusion that most voters share.   More than any election in memory, voters believe if the “other candidate” is elected it will be an absolute disaster.  The thinking is that the damage will not be confined to walls on the border or Supreme Court nominees.   Investors […]

Buying Low Sounds Easy, But Is It?

Buy low and sell high.  It’s an oft-repeated phrase that is so banal, financial advisors are almost loathe to repeat it lest we sound common.  Anyone who’s glanced at the business pages or made it through a chapter in a personal finance book knows that buying investments that are priced low, and selling them when […]

How to Handle Market Volatility

Volatility is something that until last fall has been largely absent from the financial markets in the past few years.  From 2009 until 2015, the S&P 500 index of the largest publicly traded companies in the US did not suffer a negative year on a total return basis.  More recently, we went through a period […]