Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn’t about picking individual securities. Instead, you focus on broad categories of investments, mixing them together in the right proportion to match your… Read More
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Six Keys to More Successful Investing
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help… Read More
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The Pros and Cons of Rebalancing Your Portfolio
BWFA provides fee-only fiduciary standard investment management that focuses on long term decision making. We avoid short term trading, market timing and emotional reactions to day-to-day volatility, to provide clients with investment results to meet their individual needs over their… Read More
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Rolling Stock Market Returns: The Antidote for the Daily Stock Market Watcher
Rolling returns are a great way to measure investment performance (in this example the S&P 500 index). These rolling returns don’t correspond to calendar periods. We begin to understand investing more clearly as we compare the rolling stock market return periods… Read More
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Volatility in the Markets
The military conflict in Ukraine over the past month is very disconcerting. The situation remains intense with no end in sight. We hope for a swift, peaceful, and just resolution of the war between Russia and Ukraine. At BWFA, we… Read More
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What About 1968?
In the most recent June 2020 BWFA Advisor magazine, I wrote, “What a Difference 100 Years Makes…or Does It?”. In the article, I drew comparison to today’s pandemic with the Spanish Flu pandemic of 1918. What we saw is, despite… Read More
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The Power of Perseverance
THE CASE FOR STAYING INVESTED Although short-term volatility swings can be difficult to stomach, it’s important for long-term investors to persevere. While it may be tempting to pull out of the stock market, investors may miss out on a potential… Read More
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Why Should I Invest in the Stock Market Now?
NAVIGATING THROUGH MARKET VOLATILITY WHERE IS THE MARKET HEADED? Volatility may have some investors contemplating when they should pull out of the market or if they should sit on the sidelines and wait for the best time to invest. If you’re… Read More
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Following the (News) Crowd… Is it Good for You?
There is no finer example of humans’ herd mentality than listening to, and acting upon, the tidbits of the financial news media. As was commented recently, what if you left the design of elevator buttons to these folks in the media? Instead of “UP and… Read More