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Portfolio goals

QUARTERLY MARKET REVIEW - Q4 2020

Submitted by Desmond Wealth Management, Inc. on January 8th, 2021

Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts.

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  • investment
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An Evidence-Based Approach to ESG Investing Part 1: What Is ESG Investing?

Submitted by Desmond Wealth Management, Inc. on January 3rd, 2021

If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No wonder there’s so much interest in environmental, social, governance (ESG) investing. Who wouldn’t want to try earning decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?

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  • ESG Investing
  • investment
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Dividends in the Time of COVID-19

Submitted by Desmond Wealth Management, Inc. on December 7th, 2020

Many investors view dividend payouts as a reliable source of income. However, those expecting to receive consistent dividend income may have been surprised to see lower- than-expected dividend payouts following the onset of the coronavirus pandemic, when both market volatility and market declines were extraordinary.

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  • COVID-19
  • Dividends
  • investment
  • Portfolio goals
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Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes

Submitted by Desmond Wealth Management, Inc. on November 3rd, 2020

In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging?

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  • investment
  • Portfolio goals
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Presidential Election Reflection

Submitted by Desmond Wealth Management, Inc. on November 1st, 2020

Here’s an interesting puzzle: Why do we cringe at the sight or sound of breaking glass, but we salivate over breaking news?

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QUARTERLY MARKET REVIEW - Q3 2020

Submitted by Desmond Wealth Management, Inc. on October 21st, 2020

In third-quarter markets that represented a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index?

Zoom? Apple? Netflix? Nope, none of these nor any of the other trendy FAANG stocks (Facebook, Amazon, Apple, Netflix and Google’s parent company Alphabet). Not Tesla, either.

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  • investment
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How Much Impact Does the President Have on Stocks?

Submitted by Desmond Wealth Management, Inc. on October 19th, 2020

The anticipation building up to elections often brings with it questions about how financial markets will respond, but the outcome of an election is only one of many inputs to the market. Our exhibit examines market and economic data for nearly 100 years of US presidential terms and shows a consistent upward march for US equities regardless of the administration in place.

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Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Raw Returns

Submitted by Desmond Wealth Management, Inc. on September 27th, 2020

Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always nice to have investable cash on hand, but you also might feel as if the pressure is on. Nobody enjoys seeing the market take a dive shortly after they jump in. Unfortunately, we never know when it might do exactly that.

Tags:
  • Financial
  • investment
  • Planning
  • Portfolio goals
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Is the Stock Market Divorced From Reality?

Submitted by Desmond Wealth Management, Inc. on September 13th, 2020

For many of us, the daily routine has changed dramatically from a year ago. The near future offers little reason to expect any change.

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  • investment
  • Portfolio goals
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Finding Your Fiduciary Financial Advisor

Submitted by Desmond Wealth Management, Inc. on August 28th, 2020

In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?

This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack thereof, can literally make or break your family’s fortune.

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