markets

Will My Portfolio Perform Better with a Republican or Democrat in the White House?

Could the US elections be the market mover that investors have been fretting over, or is that just political noise clouding the bigger financial picture? It’s time to talk about the upcoming election and what it could mean for investors over the next two years.

Read More

The S&P 493 Has a Nice Ring To It But Not Much Return

There are times when, as your advisor, I must point out that things we might have taken for granted in the past, like assuming the S&P 500 index is automatically a good diversification of your money and use it as a litmus test to compare how we are doing in your portfolio, is not actually holding up.   On its face a basket of 500 stocks would seem to be the definition of diversification.  But it’s not.  Not right now.

Read More