Tag: Investing

How no fees can be worse for you

R Persichitte was recently featured in a Marketwatch article about pitfalls of hidden fees: Marketwatch: The Advicer Here are more tips to not get ripped off by a lack of transparency. Transparency of Hourly Fees Advisors (like Delagify) who charge fees for services have some advantages. This method is transparent, making it easier for clients […]

Long-Term Investors, Don’t Let a Recession Faze You

Investors may be tempted to abandon equities and go to cash when there is a heightened risk of recession. But research has shown that stock prices incorporate these expectations and generally fall in value before a recession even begins. Across the two years that follow a recession’s onset, equities have a history of positive performance. […]

Stock Gains Can Add Up after Big Declines

Perspectives by Dimensional Funds. Sudden market downturns can be unsettling. But historically, US equity returns following sharp declines have, on average, been positive. A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year, three-year, and five-year periods following steep declines. Cumulative returns show this […]

Mind over Matter: Perspective for Investors on the US Debt Ceiling

KEY TAKEAWAYS If ongoing debate over the debt ceiling is giving you a dizzying sense of déjà vu, you are forgiven. The debt ceiling, or limit, reflects the amount of money the United States (US) Congress has authorized the government to borrow, and Congress can authorize increases when the government nears or reaches the existing […]

Elections and your money

The article below was originally published by our partners at Dimensional Funds by Weston Wellington. It describes how the market tends to react to an election year and how we, as investors, can respond.

Is 2022 as bad as 2008?

Things look bad when we are in them, but it takes time to step back and look at our situation with a broader perspective.