5 Rules of Long-Term Investing
July 31, 2020
These best practices can help you stay invested during the market’s ups and down The COVID-19 pandemic helped put an end to the longest bull
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Two Strategies for Rebalancing Your Portfolio
July 9, 2020
How to bring your portfolio back in line with your goals Your investment portfolio is more than the sum of your account balances. It represents
Is Your Business Protected if Disaster Strikes?
July 9, 2020
A disaster plan can help your business survive a worst-case scenario. What would happen to your business after a fire, a massive data breach or
Your IRA and Your Legacy
June 1, 2020
Individual retirement accounts can play a valuable role in the estate planning process Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings
Understanding Behavioral Bias
June 1, 2020
Learning how emotions affect decisions can make you a better investor Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly three-quarters
Keeping Emotions at Bay During Virus Volatility
May 1, 2020
Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The
5 Tips for Navigating the Coronavirus Crash
April 1, 2020
When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for
Leave a Lasting Legacy: Consider Your Impact on the World
March 1, 2020
Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck
What the SECURE Act Means for Your Retirement
February 1, 2020
On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make
How to Make Your 2020 Resolutions Stick
January 1, 2020
Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution
Disclosure:
- All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
- A diversified portfolio does not assure a profit or protect against loss in a declining market.
- Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns. Asset allocation should not be confused with the much simpler concept of diversification.
- Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
- Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.
- S&P 500 – The S&P 500 is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Some of the content provided by Matt Logan Inc. is produced by Oechsli, a non-affiliate of Cetera Advisor Networks LLC.
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