Tag: Investing
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It’s That Time of Year Again
It’s that magical time of year again. Thanksgiving is over. Black Friday has come and gone. Mariah Carey is blasting in retail outlets and Starbucks stores across the country. Once again, I am trying to convince friends and family to watch Home Alone with me. The holiday season is in full swing, but so is…
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Why Not All S&P 500?
Why not own all of the S&P 500? Just $SPY ’til you die? If we’re going to take this approach, why not just own the NASDAQ? It’s done better than the S&P. Why not just own the “Mag Seven” that carry both indexes? Why not use a DeLorean and Grays Sports Almanac to build your…
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Should Stock Buybacks Be Regulated?
Share buybacks have re-entered the news lately as part of the CHIPS Act. The CHIPS Act specifically bars any firms receiving government money from repurchasing shares for a number of years. The CHIPS Act is a piece of legislation that is part of the Biden administration’s initiative to restore microchip manufacturing in the US. All-in-all,…
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Everything You Need To Know About Target Date Funds
Target-date or lifecycle retirement funds have become increasingly popular over the past few years. These funds intend to help investors reach their retirement goals by automatically adjusting the allocation of assets over time. They are very much a “set it and forget it” approach to investing. What are Target Date Retirement Funds? Target date retirement…
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Bonds Are Back
Bonds have not been a thing for a minute now. They have been boring for my entire financial career, offering negligible returns. A quick Google search for “bonds” will bring results for James and Barry, not the $46 trillion fixed-income market. When bringing up bonds in meetings with clients and prospects the past few months…
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What. A. Year.
Financial markets are always a little weird. After all, financial markets reflect the behavior and sentiments of people, especially in the near term. Investors have experienced sentiment all over the place the past few years, from bleak circumstances to euphoric speculative nonsense, and back again. 2022 will probably go down as one of the market’s…
