Articles

Client Question: What’s the biggest risk in my DIY portfolio?


Here’s a commentary by Cormac Mullen of Bloomberg News on September 14, 2017 about “cluster” risk: “Cluster risk, occurring when performance patterns become correlated among a group of stocks with similar business profiles yet different sector classifications, is a hazard…

Client Question: Why does the market often take off at the end of the trading day?


Near the end of the trading day, about 2:30 p.m., markets can pick up in both volume and breadth. That’s because Exchange-Traded Funds (ETFs) have to execute their buys and sells based on cash received or demanded during the day.…

Client Question: How do you invest a new account?


We take our time with new clients’ money. Some firms may invest all the money immediately because they counsel against trying to time the market but depending on the market situation, we believe that some prudence is required. Usually ½ positions are purchased…

Client Question: What are the minimums/maximums I should keep in cash when investing?


It depends on your risk tolerance. For those who aren’t emotional about investing and have a greater-than-10-year horizon, an investor can stay fully invested to capture the dividend growth. Also, there are only a few dates during the calendar year…