Portfolio goals
Timeless Tips on Tax-Wise Investing - Part II: You and Your Tax-Wise Team
Submitted by Desmond Wealth Management, Inc. on April 12th, 2017Timeless Tips on Tax-Wise Investing - Part I: You and Your Investments
Submitted by Desmond Wealth Management, Inc. on March 29th, 2017An Index Overview - Part IV: Index Investing - Opportunities and Obstacles
Submitted by Desmond Wealth Management, Inc. on March 22nd, 2017An Index Overview - Part II: A Few Points About Index Points
Submitted by Desmond Wealth Management, Inc. on March 1st, 2017As we covered in our last piece, indexes have their uses. They can roughly gauge the mood of a market and its participants. If you’ve got an investment strategy that’s designed to capture that market, you can see how your strategy is doing in comparison... again, roughly. You can also invest in an index fund that tracks an index that tracks that market.
An Index Overview - Part I: Indexes, Defined
Submitted by Desmond Wealth Management, Inc. on February 20th, 2017Since nearly every media outlet on the planet reported the news, you probably already know that the Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017. However, when a popular index like the Dow is on a tear, up or down, what does it really mean to you and your investments?
Be Prepared for a Bear Market
Submitted by Desmond Wealth Management, Inc. on February 13th, 2017The Art of Asset Location
Submitted by Desmond Wealth Management, Inc. on February 6th, 2017When it comes to buying or selling your home, most of us already know that the price depends on three things: location, location, location. Asset location is a similar if less familiar rule that applies to your investments. By managing asset location within your portfolio, we help you keep as much of your wealth as possible – even after the tax man takes his cut.
Go-With-the-Flow Investing
Submitted by Desmond Wealth Management, Inc. on February 1st, 2017QUARTERLY MARKET REVIEW - Q4 2016
Submitted by Desmond Wealth Management, Inc. on January 16th, 2017If you were with us this time last year, you may recall that the markets were in a much gloomier state amidst a panic-driven sell-off. The demoralizing numbers were reflected in the early days of 2016, as well as in Dimensional Fund Advisors’ 2015 Market Review, released about a year ago. At the time …