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Investing

Should You Care What the Financial Markets Do Each Day?

March 9, 2020 By Retegy

Market Turmoil

Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks slip, for example, some investors grow uneasy. Their … [Read more...] about Should You Care What the Financial Markets Do Each Day?

Unrealized Loss and Gain

July 5, 2019 By Retegy

unrealized loss and gain

What they are; why they matter. For many investors, it can be tempting to think of one's portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also need to know about “unrealized gains,” “unrealized losses,” and how they can work to your advantage. As always, the follo … [Read more...] about Unrealized Loss and Gain

Making Investment Decisions

April 24, 2019 By Retegy

coffee with a stock markets newsletter

Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware of. Deal du jou … [Read more...] about Making Investment Decisions

The Investment Risk You May Not Know About

March 8, 2019 By Retegy

risk?

What can you do to allay this risk?   Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some of the investment risks we face can be mitigated through diversification.1 As an investor, you f … [Read more...] about The Investment Risk You May Not Know About

The Anatomy of an Index

January 24, 2019 By Retegy

market diagram

The S&P 500 represents a large portion of the value of the U.S. equity market Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets?1 The S&P 500 is ubiquitous. It is constantly referenced in financial and non-financial media, and we may compare the return o … [Read more...] about The Anatomy of an Index

Think Total Return

December 6, 2018 By Retegy

return on investment

Never touch your principal in retirement? Think again. More than a century ago, an American financial archetype emerged – the household that lived on the interest earned by its investments, never touching its principal. Times have changed. While the Vanderbilts, Carnegies, and Rockefellers could do that back in the Gilded Age, you will likely face a tough challenge t … [Read more...] about Think Total Return

What is the Sequence of Returns Risk?

November 26, 2018 By Retegy

Falling dominoes stopped

A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations from the average return have on a portfolio’s final va … [Read more...] about What is the Sequence of Returns Risk?

Your Diversified Portfolio vs. the S&P 500

November 18, 2018 By Retegy

financial portfolio review

How global returns and proper diversification are affecting overall returns.   “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that while the U.S. equities market has realized significant gains in 2018 … [Read more...] about Your Diversified Portfolio vs. the S&P 500

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