Portfolio Management

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Coronavirus and The Stock Market: Q&As From Our Clients

Global markets closed on Monday approximately 30% off of the highs reached just one month ago. The sell-off has been dramatic and breathtakingly swift. We have been getting some great questions from clients, so we thought we might share some of them along with our thoughts in the following Q&A. We hope you find it…

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Coronavirus Stock Market Financial Advisor NAPFA Fee Only Jupiter FL

Coronavirus – What Does it Mean for Your Investments?

Over the last several weeks, the coronavirus has grabbed global headlines. So far, U.S. markets have remained relatively immune. But should you try to dodge markets that have been exposed? The answer to that question is simple: breaking news should not impact your investment program.  A portfolio that is invested according to an evidence-based investment…

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Market Corrections, Bear Markets, and Recessions: A Primer

As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is no wonder that many investors find themselves questioning what lies ahead.  While no one can predict what the markets will do or how people will react to the news of…

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What is Tracking Error Regret?

A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all sizes (large and small), geography (U.S. and non-US) and investment style (value and growth).  This type of diversification represents the only “free-lunch” there is in investing. But real diversification also…

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Equities Financial Advisor CFP JupiterFL

Investing in Publicly Traded Equities vs. Direct Real Estate (Part 2)

In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was provided.  In this article, I will try to more directly answer the question, “which is better, stocks or real estate”? First of all, that is probably the wrong question to…

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NAPFA-fee only-Retirement Planning

Investing in Publicly Traded Equities vs. Direct Real Estate (Part 1)

Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the advantages and disadvantages of each. Advantages of Directly Owned Real Estate Leverage: The primary advantage of real estate is the ability to use leverage. Leverage is an investment strategy where…

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All Investment Risk is Not Created Equal

We all know that risk and return go hand-in-hand.  As investors, we are encouraged to think about how much risk we can/want to assume and then build a portfolio that reflects our risk tolerance and objectives.  But, investment risk is not a straightforward concept. There are two, broadly different kinds of investment risks: avoidable, concentrated…

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