In a phrase, keep investing in stocks. At the risk of appearing blindly bullish, this eternal optimist will attempt to provide some context for BWFA’s thinking going forward into 2020 and our overall approach to investing for our clients. As you may imagine, we are cautiously optimistic in our outlook for stocks generally, and our […]
-
Growth vs. Value: What’s the Difference?
There are generally two schools of thought about how to choose stocks that may be worth investing in. Value investors generally buy stocks that appear to be bargains relative to the company’s intrinsic worth. Growth investors prefer companies that are growing quickly, and are less concerned with undervalued companies than with finding companies and industries […]
-
Concentrated Stock Positions: Considerations and Strategies
Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefited from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even if the stock has done well, you may want more diversification, or have […]
-
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 “DOWN” buttons, wouldn’t they make them read, “SOAR!” and “PLUNGE!”? The media types exaggerate to […]