by John Rothe, CMT | Mar 25, 2019 | Investment Strategies, Weekly Market Update
Market Recap U.S. Markets: U.S. stocks closed lower for the week following a steep sell-off on Friday that took the broad market S&P 500 index down from nearly 6-month highs reached the day before. The Dow Jones Industrial Average gave back all of last week’s...
by John Rothe, CMT | Nov 14, 2018 | Financial Planning, Investment Strategies
Does this fast-growing industry fit within financial planning? It’s complicated. Notwithstanding the pros and cons of medical marijuana, the legalization of cannabis for recreational use may be hazardous to your wealth. And then again, maybe it will help you reach new...
by John Rothe, CMT | Nov 7, 2018 | Investment Strategies
Have you heard the one about how bad it is to miss the top-performing stock market days? This warning is usually coupled with the standard advice that you should be invested all the time. But the advice is wrong and the warning is crazily simplistic. The warning goes...
by John Rothe, CMT | Jul 31, 2018 | Investment Strategies, Portfolio Management
One of the biggest challenges facing today’s average investor is deciding how to allocate personal savings or retirement assets. Naturally, most individuals hope to create an investment portfolio that is consistent with their personal objectives and risk tolerance....
by John Rothe, CMT | Jul 28, 2018 | Investment Strategies, Portfolio Management
It’s one of the first questions that comes up when the conversation moves towards investing: “what’s the difference between an active and passive investment strategy?” And it’s a question that I can answer with absolute conviction… It depends. Let’s...
by John Rothe, CMT | May 4, 2018 | Investment Strategies
Sell in May and go away — is this a worthwhile investing strategy? One of the oldest stock market strategies is to “Sell in May and Go Away”. But what does this phrase mean? Is there any historical reason for selling stocks in May and leaving the market? What...
