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Portfolio goals

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

Submitted by Desmond Wealth Management, Inc. on March 8th, 2023

In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live — and what does it cost to buy, sell, and hold them?

 

An Account of Your Accounts

Tags:
  • 401(k)
  • Estate Planning
  • Financial Planning
  • investment
  • Investment Advisor
  • Investment Costs
  • Portfolio goals
  • Stock Market
  • Trading Costs
  • Read more

Are You Confused About Investment Costs? Part 1: Fund Management Fees

Submitted by Desmond Wealth Management, Inc. on February 5th, 2023

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest.

Tags:
  • investment
  • Investment Costs
  • Portfolio goals
  • Stock Market
  • Read more

QUARTERLY MARKET REVIEW - Q4 2022

Submitted by Desmond Wealth Management, Inc. on January 14th, 2023

Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses.

Tags:
  • investment
  • Portfolio goals
  • Quarterly Market Reviews
  • Stock Market
  • Read more

Back to the Investment Basics Part 5: Patience and Personal Persistence

Submitted by Desmond Wealth Management, Inc. on January 5th, 2023

So far in our investment basics series, we’ve explored the history of investing, how important it is to save (so you have money to invest), how to invest efficiently in broad markets, and why to avoid chasing or fleeing rising or falling prices.

Tags:
  • investment
  • Portfolio goals
  • Read more

Back to the Investment Basics Part 4: The Price You Pay Matters

Submitted by Desmond Wealth Management, Inc. on December 5th, 2022

In our last piece, we described our marvelous markets, and how to account for their being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F.

Tags:
  • investment
  • Portfolio goals
  • Stock Market
  • Read more

Back to the Investment Basics Part 3: Our Marvelous Markets

Submitted by Desmond Wealth Management, Inc. on November 6th, 2022

In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock market returns really come from, and why that matters to your investing.

Tags:
  • Diversification
  • investment
  • Portfolio goals
  • Stock Market
  • Read more

The 60/40 Portfolio: Down but Not Out

Submitted by Desmond Wealth Management, Inc. on October 25th, 2022

This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some investors to question whether the classic 60/40 portfolio is dead.

Tags:
  • investment
  • Portfolio goals
  • Stock Market
  • Read more

QUARTERLY MARKET REVIEW - Q3 2022

Submitted by Desmond Wealth Management, Inc. on October 14th, 2022

Well, it’s official. The third quarter has ended in bear market territory across multiple markets. To place that news in a meaningful context, we pose two questions:

Tags:
  • investment
  • Portfolio goals
  • Quarterly Market Reviews
  • Stock Market
  • Read more

Midterm Elections — What Do They Mean for Markets?

Submitted by Desmond Wealth Management, Inc. on September 26th, 2022

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years, the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come.

Tags:
  • Elections
  • investment
  • Portfolio goals
  • Stock Market
  • Read more

Earn 9.62 Percent Tax-Deferred Interest with Series I Bonds

Submitted by Desmond Wealth Management, Inc. on September 21st, 2022

Inflation is seldom a good thing, but when it comes to investing, the U.S. Treasury Department has an inflation opportunity that’s downright amazing. You can buy bonds that pay 9.62 percent interest — tax-deferred — with no downside risk, and with no state or local income taxes when you cash them in.

Tags:
  • I Bonds
  • Inflation
  • investment
  • Portfolio goals
  • Tax Reductions
  • Read more
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