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5 Common Investment Misconceptions we Hear From our Clients

January 11, 2022 | By Michael Kimmel, CFP®

If you follow the stock market closely, you have probably noticed that what we read in the news oftentimes doesn’t reflect actual market trends. Commonly accepted stock market myths have become so pervasive that they can affect how we choose to invest and how we characterize ourselves as investors.

Should You Invest Solely in the S&P 500?

November 11, 2021 | By Brant Cavagnaro, CFA®, CFP®

It’s easy for the long-term investor to look at the S&P 500’s performance in recent years and consider abandoning other asset classes such as US small cap, international and emerging market stocks. After all, the S&P 500 contains brand-name companies like Google, Amazon, and Apple.

5 Things Investors Transitioning Into Retirement Cannot Afford to Overlook

November 18, 2020 | By Matthew Gordon, CFP®, RLP®

As you plan for retirement, it’s important to take time to consider the lifestyle you want and the financial resources you’ll need to support it. This Insight will cover the following 5 strategies for transitioning into this significant life stage, and ensuring it provides you and your loved ones the relaxation and fulfillment you deserve.

Unrealized Gain/Loss Doesn’t Equal Performance

March 10, 2020 | By Katharine George, CFP®

Did my investments do well? Many investors look at the unrealized gain/loss on their brokerage statements and believe this is an indication of the return on their investment.

Mutual Funds vs. ETFs

September 17, 2019 | By Matthew Gordon, CFP®, RLP®

Many financial news outlets and pundits highlight the beneficial aspects of investing in an ETF (exchange-traded fund) as opposed to holding individual stocks or even mutual funds. ETFs have many features that make them attractive investment vehicles, however investors should be aware that there are risks unique to ETFs. A review of the advantageous aspects of ETFs reveals that investors can get the same benefits from well chosen mutual funds without the additional risk.

Mutual Funds and Exchange Traded Funds (ETF’s) – A Comparison

August 23, 2019 | By Matthew Gordon, CFP®, RLP®

Total Return

June 2, 2019 | By Michael Kimmel, CFP®

Many investors utilize income-producing holdings such as dividend-paying stocks and/or bonds to generate cash flow within their portfolio. When analyzing the performance or appropriateness of these holdings, it is important to take into account not only the income generated, but also the change in principal value. The method of measuring performance that takes both income and capital appreciation/depreciation into consideration is known as total return.  Total return is considered by many to be the most accurate measure of performance.