Portfolio goals
The Tao of Wealth Management
Submitted by Desmond Wealth Management, Inc. on July 28th, 2018An Evidence-Based Approach to Sustainable Investing Part III: Sustainable Investing Today
Submitted by Desmond Wealth Management, Inc. on July 22nd, 2018
In parts I and II of our series, “An Evidence-Based Approach to Sustainable Investing,” we introduced key building blocks for sustainable investing, and summarized current strategies for building them into your own portfolio. The ground we’ve covered so far may suffice to help you determine if and how you would like to invest more sustainably.
QUARTERLY MARKET REVIEW - Q2 2018
Submitted by Desmond Wealth Management, Inc. on July 8th, 2018
Second quarter has come and gone, along with the usual mixed bag of “what next?” news. There were the typical ugly players such as potential trade wars and rising interest rates. There were also the usual market darlings, such as this quarter’s big, bold tech stocks. Each in their own way can tempt you to cringe or veer off-course.
An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”
Submitted by Desmond Wealth Management, Inc. on July 1st, 2018An Evidence-Based Approach to Sustainable Investing Part I: Setting the Sustainable Stage
Submitted by Desmond Wealth Management, Inc. on June 25th, 2018What Is Correlation (and Why Would You Care)?
Submitted by Desmond Wealth Management, Inc. on June 5th, 2018
Here at Desmond Wealth Management, we try to keep the financial jargon to a minimum. However, even where we may succeed, you’re likely to encounter references elsewhere that can turn valuable information into mumbo-jumbo yet to be translated.
Consider us your interpreter. Today, we’ll explore correlation, and why it matters to investing.
Sailing with the Tides
Submitted by Desmond Wealth Management, Inc. on May 20th, 2018Tuning Out the Noise
Submitted by Desmond Wealth Management, Inc. on May 1st, 2018A Focus on Fixed Income
Submitted by Desmond Wealth Management, Inc. on April 27th, 2018
It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to resuscitate the economy with a big booster shot of lending, borrowing and spending dollars.