Issue Briefs

Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if ...
Read More
Read More
How Have Markets Reacted to Previous Impeachments?
President Trump has said that the markets will crash if he is impeached. Is he right? The political instability from both Nixon's and Clinton's impeachment ...
Read More
Read More

Retirement Readiness: Monitoring Your Progress
When planning for retirement, it’s important to keep in mind how much spending your savings can support. The decisions you make today can help improve ...
Read More
Read More

Recent Market Volatility
While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of ...
Read More
Read More

Beat The Short Term Market Jitters
Financial markets have rewarded disciplined, long term investors. When they are in turmoil, there is a strong temptation to ask your advisor to "do something" ...
Read More
Read More

The Flat-Out Truth (REPUBLISHED)
Update Considering recent market volatility and worrying financial news media headlines, I have decided to republish this post about yield curve inversion, a hot topic ...
Read More
Read More

Timing Isn’t Everything
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings ...
Read More
Read More

Retirement Readiness: How Much Should I Save?
Several factors may influence your retirement savings rate, including your expected retirement date, current level of income and savings, and retirement income goal. Beyond determining ...
Read More
Read More

Retirement Readiness: How To Invest
Rather than focusing on how much wealth to accumulate, think about how much retirement income your portfolio can support. Beyond determining how much money to ...
Read More
Read More

Don’t Bother Trying to Pick Stocks
Dimensional research shows that managers usually fall short when they try to outguess market prices. That’s good news for investors. If markets do a good ...
Read More
Read More

What is a Qualified Dividend?
Dejan Ilijevski contributed to this US News and World Report article on dividends ...
Read More
Read More

The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth ...
Read More
Read More

The Index Bogeyman
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased ...
Read More
Read More

What to Do With Your 401k Right Now?
Sabela Capital Markets was quoted in this GoBankingRates slide show article, "What to Do With Your 401k Right Now?". “Choose funds with the lowest expense ...
Read More
Read More

Perspective on Premiums
Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While ...
Read More
Read More

Getting to the Point of a Point
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow ...
Read More
Read More

Morgan Stanley strategist says to get out of stocks — here’s why you should stay in
Sabela Capital Markets was quoted in this Bankrate article about market timing, "Morgan Stanley strategist says to get out of stocks — here’s why you ...
Read More
Read More