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  2. Portfolio goals

Portfolio goals

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.

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  • Financial
  • investment
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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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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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What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

Submitted by Desmond Wealth Management, Inc. on August 15th, 2020

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals:

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How to Be Positively Skeptical Part 4: Check the Facts Before You Act

Submitted by Desmond Wealth Management, Inc. on August 6th, 2020

“You can outsource expertise but never your understanding, especially when it comes to your finances.”

— Ben Carlson, “Don’t Fall For It”

 

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Eight “Best/Worst” Wealth Strategies During the Coronavirus

Submitted by Desmond Wealth Management, Inc. on July 30th, 2020

The utility of living consists not in the length of days but in the use of time.

— Michel de Montaigne

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  • Financial
  • investment
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QUARTERLY MARKET REVIEW - Q2 2020

Submitted by Desmond Wealth Management, Inc. on July 23rd, 2020

Before we dive into the usual quarterly investment insights, here’s some fun trivia:

Did you know you have to count to 1,000 before you’ll find the letter “a” in a spelled-out number?

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How to Be Positively Skeptical Part 3: How Do You Do Your Due Diligence?

Submitted by Desmond Wealth Management, Inc. on June 23rd, 2020

“All media shares one thing: Someone created it. And it was created for a reason. Understanding that reason is the basis of media literacy.”

— Common Sense Media

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  • investment
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How To Be Positively Skeptical Part 2: Understanding Your Emotions

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

“[T]he challenge for all investors is to consume the news without being consumed by it.” — Jason Zweig

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