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Category: Investing

August 25, 2020August 24, 2020 by keystonecv

Is it Time to Go Global?

Competitive edge is a real factor. Here in the U.S., we boast that capitalism is the key to our success. Unfortunately, that key has gotten a little rusty lately thanks to the rampant spread of COVID-19 throughout the country. Some areas have locked down or experienced slowed economic growth because of safety protocols that prevented… Read More

Investing Leave a comment
August 18, 2020August 18, 2020 by keystonecv

Midyear Market Outlook from Wealth Managers

Midyear Market Outlook from Wealth Managers

Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the country in early May, followed by what looks to be a gradual and sporadic reclosing due to an upswing in outbreaks of the coronavirus. In… Read More

Investing Leave a comment
August 11, 2020August 11, 2020 by keystonecv

The Highs and Lows of Dollar-Cost Averaging

The Highs and Lows of Dollar-Cost Averaging

Investors who defer the same amount of money from their paycheck into a 401(k) plan at regular intervals are practicing dollar-cost averaging. By investing the same fixed dollar amount each time, the investor buys more shares when prices are low and fewer shares when prices rise.1 The long-term effect is that the average cost of each… Read More

Investing Leave a comment
April 24, 2020April 28, 2020 by keystonecv

Why Sequence of Returns is Important

Why Sequence of Returns is Important

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that number had dropped by at least half a million. Clearly, the recent stock market woes have taken a toll on everyone, not just the working… Read More

Investing, Portfolio Leave a comment
March 16, 2020March 4, 2020 by keystonecv

Non-Cyclical Stocks and Their Relationship to the Economy

Non-Cyclical Stocks and Their Relationship to the Economy

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and (3) chatter about a possible 2020 recession. It remains to be seen whether a recession is on the way, but if you’re concerned about market… Read More

Investing Leave a comment
January 29, 2020January 27, 2020 by keystonecv

Market Trends to Watch

Market Trends to Watch in Retirement Financial Planning

Market Trends to Watch The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our… Read More

Finance, Investing Leave a comment
October 29, 2019October 29, 2019 by keystonecv

What’s New in Indexing?

What's New in Indexing?

Index mutual funds are investment vehicles comprising stocks from a wide variety of companies and track the performance of a specific index, such as the Dow Jones Industrial Average. Investors are able to spread their assets across many different investments with the convenience of one fund, which can help protect them from market volatility. Index… Read More

Investing Leave a comment

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