Portfolio goals
An Evidence-Based Approach to ESG Investing Part 1: What Is ESG Investing?
Submitted by Desmond Wealth Management, Inc. on January 3rd, 2021If 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?
Dividends in the Time of COVID-19
Submitted by Desmond Wealth Management, Inc. on December 7th, 2020Many 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.
Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes
Submitted by Desmond Wealth Management, Inc. on November 3rd, 2020Presidential Election Reflection
Submitted by Desmond Wealth Management, Inc. on November 1st, 2020QUARTERLY MARKET REVIEW - Q3 2020
Submitted by Desmond Wealth Management, Inc. on October 21st, 2020In 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.
How Much Impact Does the President Have on Stocks?
Submitted by Desmond Wealth Management, Inc. on October 20th, 2020The 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.
Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Raw Returns
Submitted by Desmond Wealth Management, Inc. on September 27th, 2020Good 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.