Tags Long-term

long-term

Time to Figure out My Investments

Me: Time to Figure Out My Investments

We all know setting goals is important. But, do you find yourself setting goals, only for other “stuff” to take priority? If this has happened to your financial goals, don’t put them off any...
Rebalance

re-bal-ance

What do you do when you receive your quarterly account statement? Check the balance, then toss/shred/delete? You understand investing for the long-term and follow the buy-and-hold strategy. Those are great investing practices. However, there’s...
Feeling Lucky? Don't Chance It with Your Investments

Feeling Lucky? Don’t Chance It with Your Investments

If the recent rally has you feeling lucky about jumping in or out of the markets, this may cost your portfolio. No one knows how the markets will move next, which makes it difficult...
Resolve to Take Control of Your Finances in 2017

Resolutions for 2017—Take Control of Your Finances

Looking back, 2016 gave us plenty of market shocks, such as China’s surprise currency devaluation and slowdown in growth, UK’s Brexit vote and the U.S. election. As a whole, the year taught investors to...

Creating Your Investment Plan: Step 3

Whether you're investing on your own or working with a consultant or an advisor, we suggest a three-step approach to creating your investment plan and putting it to work: Define, Design and Execute. In...

Creating Your Investment Plan: Step 2

Whether you're investing on your own or working with a consultant or an advisor, we suggest a three-step approach to creating your investment plan and putting it to work: Define, Design and Execute. In...

Creating Your Investment Plan: Step 1

Whether you're investing on your own or working with a consultant or an advisor, we suggest a three-step approach to creating your investment plan and putting it to work: Define, Design and Execute. In...

Automatic Investing 101

Automatic investing is a smart and easy way to make regular investments, and may increase your chances of achieving financial success. Eliminate the guesswork. The market will have its ups and downs, but automatic investing...

CIO Insights: Mo’ Better Momentum

In previous Insights, we discussed how corporate earnings quality and growth are two of the “four basic food groups” of our disciplined equity investment process along with value and share price momentum. In this...

CIO Insights: Father Knows Best: Always Buy Quality

We have stayed true to our long-term value discipline despite the extended Federal Reserve-induced market rally, which would probably make the father of value investing, Benjamin Graham, very proud. Graham always preached patience, thinking...