Risk is a factor in every investment decision that you make, and your tolerance for risk is an important consideration, when making decisions alongside your trusted financial professional. Risk tolerance is balanced against your time horizon: the time between now and when you anticipate needing your money. But is it possible to avoid a loss? […]
August 2, 2021 The Markets The Chinese dragon cast a shadow over free trade and foreign investment last week. For decades, investors have recognized the investment potential of China. Since the country opened to foreign trade and investment in 1979, its economy has grown rapidly. Through 2018, its gross domestic product (GDP), which is a
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Information vs. instinct. When it comes to investing, many people believe they have a “gift” for choosing good investments. But what exactly is that “gift” based on? The truth 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. Investing
The Tokyo Organizing Committee of the Olympic and Paralympic Games has taken a new approach to producing winners’ medals. “Approximately 5,000 medals have been produced from small electronic devices that were contributed by people all over Japan…From the procurement of the medals to the development of their design, the entire country of Japan was involved
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The Markets Shortest ever. Last week, the National Bureau of Economic Research (NBER) finally announced the official dates for the recession that occurred in 2020. Economic activity peaked in February 2020 and bottomed in April 2020. That makes the pandemic recession the shortest in American history. According to the NBER, “The recent downturn had different
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The Markets Major U.S. stock indices moved lower last week: Y-T-D 1-Year 3-Year 5-Year 10-Year Standard & Poor’s 500 (Domestic Stocks) -1.0% 15.2% 34.6% 15.6% 14.8% 12.7% Dow Jones Global ex-U.S. 0.0 7.0 27.3 6.6 7.8 3.5 10-year Treasury Note (Yield Only) 1.3 NA 0.6 2.9 1.6 2.9 Gold (per ounce) 1.0 -3.4 0.9 13.7
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Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact investments account for approximately $500 billion of managed investments worldwide, mostly held in North America. What Are Impact Investments? Impact investments are
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The MarketsThere was a gapers’ block in financial markets last week as equity investors slowed to see what the United States Treasury bond market was up to. U.S. Treasury bonds rallied last week. Yields on 10-year Treasuries dropped from 1.43 percent at the start of the week to 1.27 percent on Thursday. The rally was
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As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you. The power of compounding. Many people underestimate it, so it is worth illustrating. Let’s take a look using a hypothetical 5% rate of
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