Behavioral Finance Case Study: Timing Isn’t Everything
Are you still concerned about timing? Wondering where you should put money when the market crashes? Let’s examine a case study of Unlucky Louie, whose investment timing is never right. Every year since 1997, Louie has invested $10,000 in the stock market....
What do I do in a Bear Market?
Market crashes are alarming to say the least. In the midst of sharp declines, investors might feel like they should do something to protect their investments. When people start questioning their investment strategy, it’s important to remember that feeling nervous is...
Response Matters
“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it. Continued sacrifices range from everyone in the medical...
The Coronavirus and Market Declines
The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond. It is a fundamental principle, in our investment...
The SECURE Act: What Investors Need to Know
The Setting Every Community Up for Retirement Enhancement Act of 2019 was signed into law December 20, 2019, with most provisions taking effect in January 2020. The Act includes wide-ranging changes to the retirement savings landscape, which affect individuals who...
The SECURE Act: What Employers Need to Know
Efforts to reform aspects of the U.S. retirement system have led to legislation, known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which President Trump signed into law on December 20, 2019. The SECURE Act will impact employer-sponsored...