Category: The Market

Financial Planning Rules Of Thumb – Part 2

Should I Sell Stocks?

During the week of June 8, 2020, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it...

What Is Tax Loss Harvesting?

When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately. Then again, we’ve been given a lot of lemons lately. Many of our clients, friends, and family have encountered some...

Recent Market Volatility

This week’s blog article comes to you from the research team at Dimensional Fund Advisors. During this time of uncertainty in the markets (and on the homefront!), we can all stand to be reminded that...

Is Now A Good Time To Sell Stock?

The year 2019 was a great year for the US and international stock markets. Large-cap US stocks were up more than 30% measured by the S&P 500, small and mid-cap US stocks were up more...

Is Now A Good Time To Be Invested In Stocks?

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are...