Quarterly Market Review First Quarter 2020

The Coronavirus and Market Declines

 

The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.

At Dowling & Yahnke, it is a...
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Quarterly Market Review Fourth Quarter 2019

Tuning Out The Noise

When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested.

 

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines...
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Top 10 Questions to Ask Your Financial Advisor

We believe it is of utmost importance to work with a financial advisor who has a fiduciary duty to his or her clients. Fiduciary duty requires advisors to put client interests ahead of their own when providing investment and financial advice.

Since inconsistencies and confusion abound regarding...
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Quarterly Market Review Third Quarter 2019

Timing Isn't Everything

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 good at the moment. The lure of getting in at the right time or...
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Quarterly Market Review Second Quarter 2019

The Uncommon Average

 

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”

—David Booth

 

The US stock market has delivered an average annual return of around 10% since 1926. But short-...
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Quarterly Market Review First Quarter 2019

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of...
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Quarterly Market Review Fourth Quarter 2018

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.

For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized...
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Comments on Recent Market Volatility

Elevated stock market volatility, as we have seen the past two months, brings gloomy headlines and may elicit fear in some investors. Since the beginning of October, the U.S. stock market (Russell 3000 Total Return Index) has gone from being up nearly 11% for the year to up just 2% as of December...
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Quarterly Market Review Third Quarter 2018

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

People rely on a lot of different information about costs to help inform these decisions. When you buy a car,...
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Quarterly Market Review Second Quarter 2018

E+R=O, a Formula for Success¹

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

An Enduring Investment Philosophy

Investing is a long-term endeavor. Indeed, people...
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