bruce

Year-End Financial To-Do: Time to Review and Rebalance Your Portfolio

November 29th, 2018|

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support

The popular averages have pulled back substantially from the all-time records reached in August and September 2018. Jobs growth remains favorable as the October 2018 U.S. Unemployment Rate was constant at 3.7%, non-farm payrolls grew at a much faster clip than expected and unfilled positions […]

Summer Savings Strategies: Diversify Your Assets

June 6th, 2018|

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support

By combining multiple types of investments—like large, small, growth, value and international companies— as well as having representation in different asset classes and business sectors, you may be able to not only keep up with inflation, but also get a suitable rate of return for […]

Summer Savings Strategies: Be Disciplined and Systematic

May 16th, 2018|

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support

Have you reviewed how much you are saving annually and considered whether there are opportunities to increase your savings rate? Look for ways to automate your savings such as establishing a direct deposit into an investment account.

If you received an unexpected bonus or a salary […]

Year-End Financial To-Do: Time to Review and Rebalance Your Portfolio

December 11th, 2017|

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support

The financial markets closed at new record highs numerous times during 2017. Earnings reports continue to be strong, particularly for multi-national companies, due to a pick-up in global economic growth, a weaker dollar, and a continued economic rebound here at home. While interest rates have […]

Year-End Financial To-Do: Time to Review and Rebalance Your Portfolio

December 12th, 2016|

By Bruce Buerkle, CFA, Vice President, Manager Securities Research Support

Financial markets achieved new all-time highs recently. Bond yields have risen and the weightings of the equity sectors within the S&P 500 are markedly different now than they were at the start of the year. Your investment mix may have shifted away from your target portfolio […]

Summer Savings Strategies: Be Disciplined and Systematic

July 6th, 2016|

By Bruce Buerkle, CFA, Vice President and Manager, Securities Research Support

Have you reviewed how much you are saving annually and considered whether there are opportunities to increase your savings rate? Look for ways to automate your savings such as establishing a direct deposit into an investment account.

If you received an unexpected bonus or a salary […]

Year-End Financial To-Do: Review and Rebalance Your Portfolio

December 2nd, 2015|

By Bruce Buerkle, CFA, Vice President and Manager, Securities Research Support

With the considerable market swings that have occurred during 2015, a year-end review of your portfolio is even more essential to make sure you are on track to meet your long-term investment objectives. There are a number of key points to take into consideration and […]

What’s Your Investment Style?

July 24th, 2015|

By Bruce Buerkle, CFA, Vice President and Manager, Securities Research Support

Do you know what your investment style is? If you’re like most investors, you probably haven’t given it much thought. If you’re unsure or new to investing, gaining a basic understanding of two popular investment strategies today — known as growth investing and value investing […]

Time for a Portfolio Tune Up

June 8th, 2015|

By Bruce Buerkle, CFA, Vice President and Manager, Securities Research Support

You may feel that once you’ve purchased securities in your portfolio, the process is completed. In some cases, you may decide to review your portfolio when stock market volatility has you looking for safe harbor. But doing so ignores an important step — evaluating your […]

Cracketology

March 18th, 2013|

By Bruce Buerkle, CFA, Vice President and Manager, Securities Research Support

Last week started out by carrying on that old stock market tradition of setting new record closing highs each and every day. Ok, so it isn’t really an old tradition, it was just starting to seem like one. After tacking on over 300 […]