This time of year, everyone loves to predict what the new year will hold for the stock market. “Best Stocks For 2021” is a headline that typically makes the rounds, […]
Since we launched Impact Capital in 2018, we’ve evaluated many prospective client portfolios. The most common mistake we’ve observed is working with advisors who recommend actively managed mutual funds they […]
As many of you will immediately recognize, this blog post title was inspired by the Fleetwood Mac song, “Dreams”. Recently, the song returned to prominence when the song was part […]
1. WHICH POLITICAL PARTY IS BEST FOR THE STOCK MARKET? It doesn’t matter. The chart shows the performance of the stock market is completely independent of politics. We recommend your […]
In the previous post of this blog series, we discussed trading tactics around selling strategies. The focus of this blog post will be on how to give away your AAPL […]
Some of you may think it is too early for everything pumpkin-flavored, but I am all about it. Here are some of the pumpkin-flavored items we currently have on hand: […]
Suppose you bought Apple (AAPL) stock years ago and now it is worth more than you are comfortable with — perhaps more than 10% of your overall portfolio. The dollars […]
The S&P 500 is up 4.4% year-to-date, yet people are losing their jobs; they aren’t paying their rent; store shops are shuttered; malls are empty; no one is flying or […]
1. What a Long, Strange Trip It’s Been 2020 Year-to-date performance through 6/30/2020: Fixed income securities were up 6.4%. US stocks were down (4.8%). Emerging Market stocks were down (13.2%). […]
Do you pay an advisor to pick winning funds? The odds are against you and them. According to the lastest SPIVA report, 80% of actively managed large cap funds underperformed […]
