Investing

Value Investing vs Growth Investing

Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data, reaching as far back as 1926, this has not always been the case. Let’s dive in a little deeper.1 Investing for Value Value investors look for bargains. That is, they attempt to find stocks that are trading below the value of [...]

By |2022-06-20T10:48:02-04:00May 31st, 2022|Investing|Comments Off on Value Investing vs Growth Investing

Making Sense of Seemingly Inconsistent Numbers

Making Sense of Seemingly Inconsistent Numbers Wise investors take the “big picture” view. It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective. Such is the case with August’s jobs numbers from the Department of Labor. There was a vast difference between the number projected in surveys of economists (720,000) and the number we received: a 235,000 increase [...]

By |2021-09-17T14:31:24-04:00September 2nd, 2021|Business/Economic News, Investing|Comments Off on Making Sense of Seemingly Inconsistent Numbers

The Emergence of ESG Investing

The Emergence of ESG Investing How generational and societal change is influencing companies and the markets. ESG: what does that acronym stand for? Those three letters stand for "Environmental, Social, and Governance" and signify an investment that has particular merit to investors of all ages. A recent Morgan Stanley Bank survey found that almost 90% of millennials would prefer to have investments that suit their values. With young adults, ESG investing could become more and more of an element in [...]

By |2021-08-19T10:51:08-04:00August 19th, 2021|Investing, Socially Responsible Investing|Comments Off on The Emergence of ESG Investing

Debate Starts on Capital Gains Tax

Debate Starts on Capital Gains Tax What to expect and why. Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who earn more than $1 million.1 Stocks dropped on the news, with the Standard & Poor’s 500 index down nearly 1% for the day.2 The “sell first, [...]

By |2021-05-12T09:38:39-04:00May 12th, 2021|Business/Economic News, Investing|Comments Off on Debate Starts on Capital Gains Tax
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