Search

Investing

From the Front Lines: Changing Your Risk Tolerance Based on a Bear Market

Market Conditions Shouldn’t Sway Your Risk Tolerance
Last week, I talked about investors who make the drastic change from stocks to bonds or cash based on the troubled market. In this week’s edition of the “From the Front Lines” mini-series, I wanted to expand on that by talking about the people I meet with who suddenly […]

From the Front Lines: Investors Selling Stocks in Favor of Fixed Accounts

As someone who deals with literally hundreds of clients a month, I am on the front lines when it comes to fielding concerns over investment performance. Here in the early parts of July, that means second quarter statements are going out. Statement time is always a busy time, but when you have a losing quarter, […]

ETFs vs. Mutual Funds: Which One is Right for You?

Lately I’ve received a few questions from readers asking about the difference between an ETF and an index/mutual fund, and which one is better. Well, as with almost all things, there are pros and cons to each. There is no right answer that applies to everyone, but I’ll provide a little background information and examples […]

Price Drops Are Good for Young Investors in the Stock Market

This is a guest post by Rob Bennett, the author of Passion Saving; The Path the Plentiful Free Time and Soul-Satisfying Work. You can read more at the Passion Saving website.
I’ve spoken to a good number of investors in their 20s and 30s who are concerned about the poor performance of U.S. stocks in recent […]