Jul 28, 2021
Market seasonality refers to particular time frames when stocks/sectors/indices/commodities are influenced by recurring themes that produce patterns. Themes and the underlying “triggers” for market seasonality can range from weather events to calendar events...
Jul 2, 2021
Saving and investing for college has a new option for Virginia residents. It’s called the Tuition Track Portfolio. It is an offering within the Invest529 program and it is Virginia529’s answer to the PrePaid plan that was in effect from the late 90’s to around 2017...
Apr 26, 2021
If you think the stock market is complex, wait until you learn about the bond market. I worked on a bond trading desk on Wall Street and in London for quite a few years. It was fascinating – but in the beginning, extremely overwhelming. Up until that time, I had...
Mar 17, 2021
Women want to make a positive impact on our communities. Many of us are solid income earners, and give generously to non-profits. And some are natural wealth builders. But some are not (yet) in the wealth-building mindset. Over the years, having worked...
Mar 5, 2021
Let’s assume that fifteen minutes of vigorous exercise daily adds three years to your life. Being a money manager is that fifteen minutes. In short, investing is a discipline. It’s not fun, or sexy; it can be boring…very boring. It takes a similar...
Feb 17, 2021
We may be in the middle of a cold winter, but the housing market is hot hot hot. When a market is on the rise, it’s easy to see the allure in participating. And with all the time spent at home in 2020, people are paying more attention to their living quarters...