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LPL 2019 Mid-Year Outlook

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Financial Research believes that even as investors [...]

LPL’s Recession Watch

Important Disclosures: Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. NYSE Composite Index measures the performance of all [...]

Bracketology 2019 – The Cost of the Colleges at Play

With the NCAA men’s basketball starting, something that I found hitting close to home as our family visits colleges for our daughter is the costs. In keeping with the theme of March Madness, here is [...]

The Art of Doing Nothing

Investments are kind of like soap . . . the more you handle it . . . the smaller it gets.In times of severe volatility, fear starts to engulf our minds. Today’s media, in large [...]

I Speak of Dividends . . . Because the Matter

For years, I have spoken about the importance of dividends as a component of potentially increasing long-term wealth. Dividends are one of the tenants of our investment philosophy and one aspect of our strategies we [...]

LPL Outlook 2019 – FUNDAMENTAL: How to Focus on What Really Matters in the Markets

Emotional Biases – The Herding Behavior

“If everyone is thinking alike, then somebody isn’t thinking.” ~ General George S. Patton The heard is often wrong. As the name indicates, Herding Behavior is a phenomenon observed in the animal kingdom. Schools of [...]

Emotional Biases – Anchoring

“the only thing we have to fear is fear itself” ~Franklin D Roosevelt Do you remember what you were doing 10 years ago at this time? I’ve asked a couple of people and they vaguely [...]

Comparing Yourself to Others …. to “The Market”…

Comparison theory was first put forth in 1954 by psychologist Leon Gestinger, who hypothesized that we make comparisons as a way of evaluating ourselves - especially in social settings. At its root, it is connected [...]

I 401K’d, Now What?

For years, you have saved diligently into your qualified plan - taking advantage of the tax-deferred growth. Hopefully enjoying the compounding effect that time provides. Your qualified plan, whether it be a 401K, IRA, SEP [...]

Trade Wars, Volatility and Why it Matters

When I was a young kid living in West Texas (El Paso to be exact), I remember having these wonderful dirt clod wars with my friends. During these “wars,” your closest friend became your enemy [...]

Patience Matters – Especially with Investing in Emerging Markets

Remember when you were a kid? Summer life was fairly simple. Life happened day-to-day. When you wanted something, it was rather immediate - not in a week let alone a year or longer. I think [...]

August 2018

Comparing Yourself to Others …. to “The Market”…

By | August 16th, 2018|Categories: Featured News, Paramount Private Wealth Blog|Tags: , , , , , , , , , |

Comparison theory was first put forth in 1954 by psychologist Leon Gestinger, who hypothesized that we make comparisons as a way of evaluating ourselves - especially in social settings. At its root, it is connected [...]

I 401K’d, Now What?

By | August 7th, 2018|Categories: Featured News, Paramount Private Wealth Blog|Tags: , , , , , , , , |

For years, you have saved diligently into your qualified plan - taking advantage of the tax-deferred growth. Hopefully enjoying the compounding effect that time provides. Your qualified plan, whether it be a 401K, IRA, SEP [...]

July 2018

The Art of Staying Young and Active

By | July 17th, 2018|Categories: Paramount Private Wealth Blog|Tags: , , , , , , |

"To me, old age is always 15 years older than I am" ~ Thomas Bailey Aldrich How can you take years off your physical and mental age? What choices could make you feel and look [...]

GDP Following the Atlanta Fed’s Forecast & Blue Chip Consensus

By | July 12th, 2018|Categories: Paramount Private Wealth Blog|Tags: , , , , , , , , |

This is an interesting chart. (1) It shows what the bluechip consensus of the range of the top 10 and the bottom 10 forecasts show vs the Atlanta Fed’s quarterly percentage change. You can see [...]

Your Financial Life: A Month-by-Month Guide

By | July 2nd, 2018|Categories: Paramount Private Wealth Blog|Tags: , , , , , |

Every year, millions of Americans resolve to get their financial house in order. Then, as the year slips away, so do their good intentions. Sound familiar? If so, don't give up. Maybe you just need [...]

June 2018

Trade Wars, Volatility and Why it Matters

By | June 26th, 2018|Categories: Featured News, Paramount Private Wealth Blog|Tags: , , , , , , , , , |

When I was a young kid living in West Texas (El Paso to be exact), I remember having these wonderful dirt clod wars with my friends. During these “wars,” your closest friend became your enemy [...]