Investment Portfolio Performance
With so many opinions on investment options, knowing if your financial advisor has you in the best investments for your future is overwhelming. Evaluating the performance of your investment portfolio is crucial, as even a 1% annual underperformance against a comparable index or benchmark can add up significantly over time. With the rise of low-cost […]
Market Update for May 26, 2023
Weekly Market Update for May 26, 2023, from DeWayne Hall: We have very little to add to last week’s insightful and riveting commentary. But we love to provide our opinions whether requested or not, so here goes… This morning’s stocks are catching a bid, which means lawmakers, after a bunch of last minute meetings and […]
Know Your Terminology: Margin Investing
If you’re looking to venture into the world of investing, it’s crucial to familiarize yourself with the jargon used in the investment community. One term that often comes up in discussions about trading and investment accounts is “margin.” Understanding what margin investing is and how it can impact your investment strategy is essential
Weekly Market Update for May 19, 2023, from DeWayne Hall:
Weekly Market Update for May 19, 2023, from DeWayne Hall: Just when we were running out of patience, finally, the upside breakout we had been anticipating for quite a while. Took it long enough. This upside breakout is led by just a couple of dozen names, mostly all in the technology arena. When Apple, Facebook […]
Understanding Financial Advisor Fees
One of the hot topics in the financial advisory and wealth management world has been centered on the many different types of commissions and financial advisor fees families and individuals incur when hiring a financial advisor. In this article, I hope to clarify the often-misunderstood world of fees when it comes to your investments and […]
Weekly Market Update for May 12, 2023, from DeWayne Hall:
Weekly Market Update for May 12, 2023, from DeWayne Hall: Though the U.S. market has enjoyed an upside bias for the better part of 2023, we’re not particularly impressed with the recent action in stocks. For a while, we’ve been giving the bulls the benefit of the doubt and kept an open mind for more […]
Know Your Terminology: Shorting a Stock
If you want to become a sophisticated investor, or at least sound like one, you need to learn the language. The lingo matters. You need to know and understand the basic language investment advisors and professional traders speak. Learning the language will help you at dinner parties or around the water cooler, but also will […]
Weekly Market Update for May 5, 2023, from DeWayne Hall:
Weekly Market Update for May 5, 2023, from DeWayne Hall: It was Spring Break, 1980, and me and five buddies had just arrived at South Padre Island in deep south Texas late on a Saturday night. One of us decided that, after the ten-hour journey from West Texas, we should take the 1978 Chevy Blazer […]