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Portfolio goals

Our Take on Direct Indexing

Submitted by Desmond Wealth Management, Inc. on August 23rd, 2022

Just when you thought there were no more financial innovations to be made, a (sort of) new one has been receiving extra attention lately in the financial press: direct indexing. If you’ve read about it, you may be wondering what it is, how it works, and whether you should consider it for your own investments.

Tags:
  • Direct Indexing
  • investment
  • Portfolio goals
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Market-Timing Traps and Temptations

Submitted by Desmond Wealth Management, Inc. on August 7th, 2022

Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast last month’s surprisingly strong market returns? It’s almost (but not really) as if the market were reading our mind when three broad U.S.

Tags:
  • Diversification
  • investment
  • Portfolio goals
  • Stock Market
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QUARTERLY MARKET REVIEW - Q2 2022

Submitted by Desmond Wealth Management, Inc. on July 7th, 2022

Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide.

Tags:
  • Diversification
  • Financial
  • Inflation
  • investment
  • Portfolio goals
  • Quarterly Market Reviews
  • Stock Market
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Three Crucial Lessons for Weathering the Stock Market’s Storm

Submitted by Desmond Wealth Management, Inc. on July 4th, 2022

Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail the progress made toward reaching your financial goals.

Tags:
  • Diversification
  • investment
  • Portfolio goals
  • Recession
  • Risk Tolerance
  • Stock Market
  • Stock Market Indexes
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Six Ways a Recession Resembles a Bad Mood

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

There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil.

Tags:
  • investment
  • Portfolio goals
  • Recession
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Worried About Stocks? Why Long-Term Investing Is Crucial

Submitted by Desmond Wealth Management, Inc. on June 3rd, 2022

We live in a time of extreme uncertainty and the anxiety that comes with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance.

Tags:
  • investment
  • Portfolio goals
  • Stock Market
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Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times

Submitted by Desmond Wealth Management, Inc. on May 24th, 2022

After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter:

Tags:
  • Inflation
  • investment
  • Portfolio goals
  • Stock Market
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Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Submitted by Desmond Wealth Management, Inc. on May 4th, 2022

Has rising inflation got you down? In our last piece, “Understanding Interest Rates” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the conversation.

 

Tags:
  • Inflation
  • investment
  • Portfolio goals
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QUARTERLY MARKET REVIEW - Q1 2022

Submitted by Desmond Wealth Management, Inc. on April 24th, 2022

Just like that, two years have passed since spring 2020. Two years since none of us had a clue how long COVID would linger… nor how quickly today would arrive. Time can confound us that way, magically managing to crawl and fly at the same time.

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

Evidence-Based Investing in Brief

Submitted by Desmond Wealth Management, Inc. on March 7th, 2022

How do you invest your money over the long term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing, but what does that mean?

 

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  • investment
  • Portfolio goals
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