Posts Tagged ‘investments’
Make Your Mark Through Sustainable Investing
As retirement approaches, consider leaving a legacy by investing in companies that drive positive change for society and the planet.
Read MoreA Quick Guide to Socially Responsible Investing
Imagine not only growing your wealth but also contributing to a healthier planet, promoting social justice, and encouraging ethical business practices. It might not be a concept you’ve explored, but it’s entirely possible—and it’s becoming more and more common. This approach is referred to as socially responsible investing (SRI). It’s an increasingly popular investment philosophy…
Read MoreProtect Against a Scorching Market
The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.
Read MoreWomen Approach Investing Differently
Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?
Read MoreThe “Average” Benefit of Dollar Cost Averaging
Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.
Read MoreOctober 2023 Market Outlook
A look into the current state of the market, as of October 2023.
Read MoreDiversification: Blending Your Investment Ingredients
Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.
Read MoreDiversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.
Read MoreHow Diversification Can Help Small Business Owners Manage Risk
We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.
Read MoreHow A Financial Plan Helps Endure Market Volatility
Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.
Read MoreBehavioral Finance & Market Outcomes Ebook
Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.
Read More2021 China Regulations Commentary
Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China.
Read MoreNovember 2019 Market Outlook – Behind the Trade War
We think closing the per capita gap between Chinese and American citizens will be the key to more harmonious relations. East meets West will most likely be a competitive contest for decades to come.
Read MoreEnvironmental, Social, and Corporate Governance
What is ESG investing?
Read MoreCorporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
Read MoreUS-China Dispute: Tariffs
How do the tariffs impact consumers and the equity markets?
Read MoreInterest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
Read MoreGTM Periodic Table
The GTM Periodic Table is what we call a “periodic table” of asset-type returns.
Read MoreSetting Client Expectations in a Volatile Investment Environment
As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.
Read MoreWhy Advisors Should Keep Politics Out of Portfolios
In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.
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