by Wealth Team | Oct 31, 2018 | Finance, Investment Advice, money, Stock Market
CIO Update: Market Volatility, Trick or Treat? Jerry Chafkin Chief Investment Officer, AssetMark Making sense of what’s happening Investors may benefit by stepping back and reviewing of some of the basics about markets and investing that we probably take for granted....
by Wealth Team | Oct 26, 2018 | Finance, Investment Advice, Stock Market
Good Morning: At least that is the time I began writing. The following are my thoughts on today’s stock market. I woke up to day with a notice on my phone concerning a down market. It was around 2%. That is a very normal correction number. I turned on the...
by Wealth Team | Sep 28, 2018 | Finance, Financial Planning, Insurance, Investment Advice, Retirement
On your journey to retirement, you’ll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned...
by Wealth Team | Sep 7, 2018 | Finance, Financial Planning, Insurance, Investment Advice
ARTICLE WRITTEN BY By Brian Hill The words are vaguely similar, both start with “in,” both have three syllables, both are nouns and both involve money. But that’s where the similarity ends. Investment and insurance are two different animals....
by Wealth Team | Jul 5, 2018 | Financial Planning, Investment Advice
Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 credit crisis are powerful reminders that we cannot control or predict...
by Wealth Team | Jun 28, 2018 | Finance, Financial Planning, Investment Advice
Dividend Investing: Small Payments Can Boost Returns Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Of the two, capital appreciation...
