Quarterly Market Review First Quarter 2016

Just as the great athlete navigates through the moments of pressure in any athletic event, the actions are part of the routine that allows the individual to navigate through a chaotic market like we have today.

 
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Quarterly Market Review Fourth Quarter 2015

While many market participants were waiting for the “inevitable” rise in short-term interest rates expected when the Federal Reserve tightened its monetary policy, some investors may have missed the increase in short-term rates already underway as a result of market forces.
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Quarterly Market Review Third Quarter 2015

Presented by: Dowling & Yahnke

Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588. Prices...
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Quarterly Market Review Second Quarter 2015

Presented by: Dowling & Yahnke

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them.
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4 Mistakes People Make with Stock Options

 Written by: Veronica Dagher

 The Wall Street Journal

It can be a cherished perk to be awarded options by your company. But don’t blow it.
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Quarterly Market Review First Quarter 2015

Presented by: Dowling & Yahnke

In the popular TV program Master Chef, contestants face a series of cooking challenges. From low quality ingredients to inadequate preparation and poor implementation, so many things can, and do, go wrong. It’s a bit like investing.
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Quarterly Market Review Fourth Quarter 2014

Presented by: Dowling & Yahnke

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more...
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Tax Planning Ideas

Written by: Vanguard Financial Advisor Services

Taxes may be one of the biggest expenses for your clients. But with some planning, you can help your clients owe less to the IRS, which can increase their awareness of your value as a financial advisor.
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Quarterly Market Review Third Quarter 2014

Presented by: Dowling & Yahnke

As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are eager to find strategies that promise to avoid the pain of an extended...
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The Curve Ball

Written by: Jim Parker

There’s a school of thought that says the best way to manage a fixed income portfolio is to base your investment decisions on where you think interest rates are headed. But what if expectations are changing all the time?
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