Investing Advice

The end of the year is typically marked by New Year’s resolutions and goals related to health, family and career. It is equally as important to assess whether 2024 financial goals were met and setting those for 2025 and beyond. Partnering with a Registered Investment Advisor (RIA) can be invaluable in helping you achieve your financial goals. Importantly, RIA’s have...

18 December, 2024 /

Bad market timing and poor stock picking kept most investors from fully reaping the gains of the bull market last year. "The average investor held too much in cash, was too concentrated in stocks that didn't perform well and avoided financial stocks that rallied last year," said Hart Lambur, co-founder and CEO of Openfolio, a social network with more than 70,000...

18 July, 2017 /

Growth-style investing works best when you allow your biggest winners to run: They compound their returns over time and overcompensate for the losses from the laggards. But it also requires identifying the right companies at the right time and having a lot of patience. The process To help identify those big future winners, here are three qualities I always look for in...

06 January, 2017 /

Four times a year, JP Morgan's Multi-Asset Solutions team holds a two-day-long Strategy Summit where senior portfolio managers and strategists discuss the economic and market outlook. After spirited debate and a rigorous examination of a wide range of quantitative and qualitative measures, the team establishes key themes and determines its current views on asset allocation. Those views will be reflected...

05 January, 2017 /

So when considering a passive approach, whether in a 401(k) plan or individual portfolio, consider these three things: 1. Low yields mean a riskier market After the 2008 financial crisis, the Federal Reserve cut interest rates to near zero and began a series of quantitative easing programs aimed at stimulating the U.S. economy. Central banks around the world followed suit with the same...

23 October, 2016 /

For a company of its size -- both in terms of revenue and users -- the growth rates being delivered by Facebook remain nothing short of staggering. And while the company is suggesting one of the levers that has fueled much of its recent growth won't be as powerful going forward, there are others that still haven't been pressed. For the third...

20 October, 2016 /