Category: Investing

Are IPOs a good investment? financial advisor richmondfinancial planningGeneral Planning
Are IPOs a good investment?

With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or risks to their portfolios. 2021 saw the most IPOs this century, with over 1000 IPO’s occurring in that year alone – more than double the …

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Presidential Election Investing
Presidential Elections and Your Portfolio
            Presidential elections come once every four years, and each is an election like never before… just like the ones ...
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advisor Investing
Why an Advisor Shouldn’t be a Yes Man
Charlie Munger earned the nickname “The Abominable No Man” working for Warren Buffet at Berkshire Hathaway has his number two. A nickname earned by Munger’s ...
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Santa Claus Rally InvestingInvestment Strategy
The Santa Claus Rally
The “Santa Claus Rally” is a phenomenon that warms the hearts of even the most Scrooge-like investor. It describes the historical tendency for the stock ...
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Wartime InvestingInvestment Strategy
3 Things to Remember During Wartime and Your Portfolio
Let’s talk current events and your investment portfolio. We’re in an age of information. Never in history has such a large volume of information traveled ...
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Tax Loss Harvesting InvestingInvestment StrategyTax
Tax Loss Harvesting – Why Your Losses Aren’t Really Lost
Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...
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60/40 Portfolio financial advisorfinancial advisor richmondfinancial planning
Death of the 60/40 Portfolio?
News headlines in 2022 continuously touted the end of the 60/40 portfolio – the traditional not-too-conservative, but not-too-risky mix of 60% stocks and 40% bonds. ...
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Federal Reserve financial planningInvesting
Federal Reserve July Meeting Comments
On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been ...
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appleapple high yield savings accountapple savings account
3 Strong Savings Methods: Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts
Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts Introduction: In an unexpected move, Apple has recently entered the financial realm by launching ...
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