Envelope Phone-alt

Blog

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

Blog, Financial Planning, Investment Management, Wealth Management /

THIS ARTICLE ORIGINALLY APPEARED ON DIMENSIONAL.COM. PLEASE CLICK HERE TO READ THE ORIGINAL ARTICLE.  Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested upfront, DCA spreads out investment contributions using installments over time. The appeal of DCA is

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging Read More »

Bulls, Bears, and Long-Term Benefits of Stock Investing

Bulls, Bears, and Long-Term Benefits of Stock Investing

Blog, Financial Planning, Investment Management, Wealth Management /

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets or a fall of at least 20% from a previous peak. The declines ranged from —21% to —80%

Bulls, Bears, and Long-Term Benefits of Stock Investing Read More »

The Stock Market is Rallying Today, but Blue Skies aren’t Quite Certain Yet

Blog, Investment Management, Wealth Management /

Today marked a 7.6% rise in the market, as the Dow rallied over 1500 points! While this is certainly nice to see, we still may continue to see some additional volatility in our portfolios. Staying invested during bear markets can have a long-term positive impact. The video clip below illustrates how difficult it is to

The Stock Market is Rallying Today, but Blue Skies aren’t Quite Certain Yet Read More »

American Consumers are Feeling Financially Strong

American Consumers are Feeling Financially Strong

Blog, Financial Planning /

A look back at the Black Friday consumer spending records might have caught some by surprise. The mainstream media continues to gripe about a“struggling” economy and the “death” of brick and mortar stores, and this does not paint an accurate picture for the American worker and consumer. Luckily, we have consumer behavior data to remind

American Consumers are Feeling Financially Strong Read More »