Impact Capital’s quarterly research report seeks to highlight the latest developments most relevant to your investments and financial planning. In this installment of Three Market Themes, we focus on the […]
The S&P 500 Index is a very difficult benchmark for actively managed mutual funds to beat. According to the latest data1, 2020 marked the 11th year in a row the […]
Fixed income investments have historically been less volatile than stocks, which makes them an effective tool to dampen the volatility of your investment portfolio. With the yield on the 10-year […]
Impact Capital’s quarterly research report seeks to highlight the latest developments most relevant to your investments and financial planning. In this installment of Three Market Themes, we focus on the […]
When it comes to your portfolio, we are focused on the long-term. We hold each security in the portfolio with the intent of holding it at least one year for […]
After reading Part One in this blog series, you understand the risk of AAPL falling is greater than the tax impact from selling it. You decide to sell some of […]
Volatility returned to the markets last week. More on that later. If you haven’t read Annie Duke’s book1, “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the […]
We all know we should “buy low” and “sell high”. In this post, we explore a group of stocks who are “buy low” candidates. These “buy low” candidates may be […]
This year may be an opportunistic time for you to convert some or all of your traditional IRA to a Roth IRA. Stock markets around the world are down, which […]
I hope this finds you safe and healthy. The bottom line is we feel the market has more downside before finding a long-term bottom. For that reason, we continue to […]
