In Your Money This Week…
The Fed met and left interest rates unchanged. Markets had priced in only about a 30% chance of a rate hike, even though inflation remains above the Fed’s 2% target, the war continues to pressure oil prices, and tariffs are being reintroduced on almost all American imports. Three of the 12 voters favored a hike,…
These Simple Portfolio Checks Could Save You From Costly Mistakes by Morningstar
A midyear portfolio review helps investors identify issues while there is still time to make meaningful adjustments before year-end. Reviewing asset allocation, individual holdings, cash reserves, diversification, and tax opportunities can help keep a portfolio aligned with long-term goals after six months of market movements. It’s also an…
The Mind Game That Investors Can’t Stop Playing by The Wall Street Journal
Bitcoin ETF’s provide the latest example that investors chase performance to their detriment. They buy high after a great run and sell low when their low conviction bet doesn’t work out. Investors in the original cohort of bitcoin funds lost an average of 5.8% annually even though…
This Week’s Takeaways:
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You can get wealthy through disciplined investing and avoiding common stock investing mistakes along the way that keep you from earning your fair share of market returns.
Stocks, as represented by the S&P 500, returned 11.8% per year since 1928. Doubling your money every six…
My latest: Rent or Buy in Greater Boston Right Now? The rent-versus-buy debate usually hardens into complicated dogma. So, I looked at the numbers for Greater Boston right now — the breakeven math, price-to-rent ratio, what recent tax changes mean — and the picture clears up. If you’re weighing the decision, or know someone who is, here’s where I landed…
One thing I don’t like about the rent versus buy debate (aside from how emotional and dogmatic it can get) is that it typically fails to factor in the existing real estate environment. The fact that we are in a seller’s market right now in the Boston area should influence your decision on whether to rent or buy, just like…
This Week’s Takeaways:
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This Week’s Takeaways:
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You need an estate plan to protect you and your family in the event of disability or death. Here’s a look at the documents to have in place and some thoughts on how to set them up.
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