If you’ve pulled money out of the markets or you’ve received a large chunk of money, here’s how you can put it back to work. Dollar Cost Average Lump Sum Investment Dollar cost averaging (DCA) is where you invest in pieces over time – the same dollar amount over a specified time period. For example,…
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Writings
This Is A Letter We All Must Write
If you could go back in time and have a few do-overs, would you? I sure would. The age and experience I’ve gained over the years would’ve made my life much easier as a youngster. While we aren’t magicians and can’t time travel and give advice to our former selves, we can give advice to…
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1Q 2022 Market Overview
Market Update Markets dabbled in correction territory at the start of the year and then claimed some of the losses back in the second half of March. U.S. stocks, developed foreign stocks, and emerging markets were down 5.3%, 5.2%, and 6.7%, respectively. In this past quarter, small cap underperformed large cap by 2.4% and value…
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Doing a Leeds
One of the most storied clubs of English soccer is a club that you probably have never heard of. If you are even vaguely familiar with soccer you would probably recognize the names of Manchester United, Chelsea, or Liverpool. They’ve been dominant forces for a number of years. In 1992, the top English soccer league…
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Finding Enough
My kindergarten teacher told me to keep my eyes on my own work. We spend the rest of our lives ignoring that advice. As much as I love talking about strategies to save thousands of dollars on taxes or dealing with a complex estate situation (and I sure do!) I can’t move the needle to…
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Response to January’s Markets
The U.S. market toyed with being in correction territory last month (being down 10%), and we saw tech stocks, as measured by the NASDAQ, fall below that measure. What do we make of this? Investor and writer Howard Marks has a great illustration that helps us think of markets. Picture a pendulum, maybe one from…
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