Despite another week of trade-war drama and soft economic data, the stock market rallied again last week. It seems nothing will stop the market from going up. This has emboldened more investors looking for ways to get higher returns out of their accounts by moving into areas they previously hadn't
The time around Christmas and New Years can be stressful for many people. Thankfully for me, my wife is well organized and takes care of most of the holiday prep work throughout the year. Our workload at SEM is always much busier, but our systematized approach and heavy use of
I realize in a 9-year old bull market talking about risk management will not generate a lot of clicks to our site. For whatever reason, the past few weeks have seen a large number of portfolio reviews from prospective clients that included “Target Date” funds. These funds have
A couple weeks ago when the market “crashed”, falling 10%+ in less than 8 days I introduced an analogy to describe what happened:
Too many people were speeding
The analogy I often use is this. If you’re on a road trip, you may decide
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Another Hollywood script was being written for Tom Brady & the New England Patriots. Down by 5 with under 3 minutes to play. Most people expected the Patriots to drive down the field, score a touchdown and claim their 6th Super Bowl victory.
