Weekly Market Insight – Markets Bounce Back Markets posted strong gains last week after struggling for much of October. The S&P 500 had its best weekly performance since May, and the NASDAQ had its first positive week since September.[i] Despite domestic markets dropping on Friday, November 2, the S&P 500 added 2.42%, the Dow increased […]
Medicare Parts Explained 2018 Medicare is a federal program that’s not always easy to understand. You might know about the enrollment window before your 65th birthday, but how much do you understand about the different parts? Medicare Part A through D might sound like an unusual way to organize health insurance, but it’s not as […]
VIDEO: Retirement Investing Pitfall #11 – Not Taking Advantage of Professional Investment Advice For weeks we’ve been tackling one retirement investing pitfall after another. As we have covered, being unaware of these many pitfalls can potentially lead you down a path to an unfavorable and undesirable investment outcome. In this video I am going to […]
Weekly Market Insight: Why Did Stocks Drop? Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the Dow declined 2.97%, and the NASDAQ dropped 3.78% during what was one of 2018’s most volatile weeks so far. All three indexes are down significantly for the […]
VIDEO: Retirement Investing Pitfall #10 – The Herding Effect This video series on retirement investing pitfalls is pulled from my book Plan Smart Retire Right. Our previous video covered the phenomenon often referred to as the Unbalanced Loss Effect. This video is going to briefly touch on another pitfall, and behavior, called The Herding […]
Weekly Market Insight – Examining October Stock performance was mixed last week as investors considered the impact of interest rates, international affairs and corporate earnings.[i] The S&P 500 gained 0.02%, and the Dow added 0.41% to post its first weekly gains in October. The NASDAQ declined 0.64% and extended its losing streak.[ii] International stocks in […]
VIDEO: Retirement Investing Pitfall #9 – The Unbalanced Loss Effect This video is going to cover yet another retirement investing pitfall which is referred to as The Unbalanced Loss Effect. So, let’s say you buy a stock for $100 a share, and the stock declines in value to $70 per share. You have […]
Weekly Market Insight – Stocks Take a Ride Volatility was back in full force last week. The three major domestic indexes posted several days of losses before experiencing wide swings on Friday. By week’s end, the Cboe Volatility Index (VIX), which investors use to help measure fear in the markets, had increased by approximately 70%. […]
Weekly Market Insight – Examining Economics Although new data continued to show strength in the U.S. economy, markets stumbled across the globe last week.[i] The S&P 500 lost 0.98%, the Dow dropped 0.04%, and the NASDAQ declined 3.21%.[ii] International stocks in the MSCI EAFE struggled, posting a 2.35% loss.[iii] While U.S. and international stocks followed […]
VIDEO – Retirement Investing Pitfall #8 – Excessive Single Stock Risk This video is going to touch on retirement investing pitfall #8 from my book, Plan Smart Retire Right. This is the risk of investing excessively in a single stock or company. Now every investor needs to decide how he or she wants to approach […]
