By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support
As we close in on the final weeks of 2020, we are faced with many challenges that will still be with us as we turn the calendar. We continue to navigate through the coronavirus pandemic and the vast economic problems resulting from measures taken to keep us safe. The markets have been thrown numerous curveballs this year and have been quite volatile.
By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support
The popular averages rebounded strongly this year from the significant pullbacks that occurred during December 2018. This contributed in part to the markets posting negative returns last year. Multiple closing high records have been achieved during 2019 by the DJIA, S&P 500 and NASDAQ Composite. A few of the variables that may have impacted your investments this year are highlighted here.
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning, Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies and Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support
If you are like most investors, you likely own some mutual funds. They are common in IRAs, 401(k)s, taxable accounts, etc. However, when you own mutual funds in a taxable account,
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? Developing a “pay yourself first” plan can reap large rewards over the long term. Look for ways to automate your savings such as establishing a direct deposit into an investment account. Dollar-Cost Averaging, an investment strategy wherein you buy the same dollar amount of an investment at regular intervals,
