Nov 5, 2018 | Investment Management, Money Stress, Retirement Plan
The first index we’ll look at is the Dow Jones Industrial Average (DJIA). The DJIA is one of the oldest, most well-known and most frequently used indices in the world. It includes the stocks of 30 of the largest companies in the United States like Nike, Apple, Visa...
Nov 9, 2016 | Fred Costantino, JR, Investment Management
Many of our clients have expressed concern over the presidential election and the impact it may have on their portfolio and therefore their money. With the extremism tied to this election and the media’s opportunistic use of it, it can be difficult for investors to...
Oct 11, 2016 | Fred Costantino, JR, Investment Management
We are now on fourth and most important principle in setting ourselves up for long-term investing success: controlling investor behavior. Controlling investor behavior is the most important of the principles because it is the one that can cancel out the positive...
Sep 30, 2016 | Fred Costantino, JR, Investment Management
Previously we touched upon the effects of fees and taxes on portfolio performance. We are now on to the third principle of asset allocation. If you remember, our principles are about focusing on what we can control. So why is controlling asset allocation so...
Sep 19, 2016 | Fred Costantino, JR, Investment Management
Last time we looked at the four investment principles which we believe will increase your chances for investment success. We specifically focused on how the compounding effect of fees could erode away return over time. This week we are going to discuss taxes and their...
Aug 26, 2016 | Fred Costantino, JR, Investment Management
When it comes to investing, everyone has an opinion on the best way to go about it. There are the stockbrokers who always seem to have the best ideas but never seem to be able to retire themselves. There are the pundits on TV who are always calling for the next stock...
