Skip to main content

  • Home
  • About 
    • An Integrated Solution
    • Our Team
    • Referrals
  • Our Services 
    • What We Do
    • Investment Management
    • Ongoing Strategic Planning
    • Tax Management
    • Investment Philosophy
    • Fee Structure – Our Value to You
  • Resources 
    • WealthMatters Blog
    • Market Reports
  • Client Login
  • Contact

    You are here

  1. Home
  2. Portfolio goals

Portfolio goals

Hindsight Is 20/20. Foresight Isn’t.

Submitted by Desmond Wealth Management, Inc. on December 21st, 2019

The year 2019 served up many examples of the unpredictability of markets.

Tags:
  • Portfolio goals
  • Read more

Six Financial Best Practices for 2020

Submitted by Desmond Wealth Management, Inc. on December 11th, 2019

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”

Tags:
  • Financial Planning
  • Portfolio goals
  • Read more

A Tale of Two Decades: Lessons for Long-Term Investors

Submitted by Desmond Wealth Management, Inc. on November 15th, 2019

The first decade of the 21st century, and the second one that's drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. Also, focusing on known drivers of higher expected returns can increase the potential for long-term success.

Tags:
  • Portfolio goals
  • Read more

What is an Investment Policy Statement (IPS)?

Submitted by Desmond Wealth Management, Inc. on November 9th, 2019

An Investment policy statement (IPS) is a statement that is a road map for you and your advisor in structuring your investments according to your goals. It spells out your investment goals and objectives, outlines the asset allocation targets, and the specific types of securities to be used with the expected risk/return profile of your portfolio.

Tags:
  • Portfolio goals
  • Read more

The Viability of the Value Premium Part V: What Matters in the End

Submitted by Desmond Wealth Management, Inc. on November 2nd, 2019

We appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete.

Tags:
  • Portfolio goals
  • Read more

Value Judgments: Viewing the Premium's Performance Through History's Lens

Submitted by Desmond Wealth Management, Inc. on October 12th, 2019

There’s a misconception in the markets: value stocks have lost their vigor.

Tags:
  • Portfolio goals
  • Read more

QUARTERLY MARKET REVIEW - Q3 2019

Submitted by Desmond Wealth Management, Inc. on October 8th, 2019

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond yields, the price of oil… you name it. There’s plenty to think about these days.

Tags:
  • Portfolio goals
  • Read more

The Viability of the Value Premium Part IV: Future Expectations

Submitted by Desmond Wealth Management, Inc. on September 28th, 2019

If you’ve been following our series on value investing so far, you may be wondering what other evidence we have considered with respect to the factor’s future viability.

 

Going Global

Tags:
  • Portfolio goals
  • Read more

The Viability of the Value Premium Part III: The Investor's Long Haul

Submitted by Desmond Wealth Management, Inc. on September 8th, 2019

So far in our five-part series on value investing, we’ve explored the factor’s origins and proposed that evidence-based investors would be well-advised to keep the faith on value investing (relative to their personal financial goals and risk tolerances). 

Tags:
  • Portfolio goals
  • Read more

Recent Market Volatility

Submitted by Desmond Wealth Management, Inc. on August 26th, 2019

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

Tags:
  • Portfolio goals
  • Read more
  • « first
  • ‹ previous
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • next ›
  • last »
Get a Free Risk Assessment

 Stop the UNCERTAINTY! Let's Grab Coffee

Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

Get Directions

Subscribe to Our Monthly eNewsletter

* indicates required

View previous campaigns.

 
 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2023 Desmond Wealth Management, Inc. . All rights reserved.

Website Design For Financial Services Professionals