Your Diversified Portfolio vs. the S&P 500

Your Diversified Portfolio vs. the S&P 500

“Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies,...
Should You Care What the Financial Markets Do Each Day?

Should You Care What the Financial Markets Do Each Day?

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks...
Best Stock Market Days Come Near The Worst Days

Best Stock Market Days Come Near The Worst Days

In a previous article, I discuss the cost of marketing timing. After reading OppenheimeFunds’ 2018 Compelling Wealth Management Conversations brochure, I wanted to expand upon my thoughts about trying to time the market. In their chart book, they include the...
Comparing a Diversified Portfolio to an Index is Misleading

Comparing a Diversified Portfolio to an Index is Misleading

Too often, investors measure the success of their portfolios or the effectiveness of their financial advisors relative to the performance of well-known stock market indices. While it is important for investors to have a tool to measure the success of an investment...

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