Now that the presidential election is behind us, many Clinton supporters have threatened to pull all their money out of the U.S. stock market and leave the country. Should we sell all our stocks now before the mass exodus starts? This analysis of course comes under the category of predicting the future, and my readers…
Read more
My readers know that I never write about politics. However, having just lived through the most polarizing and divisive election in my lifetime, I felt an obligation to address this subject, since the actions of our elected officials can have a major impact on everyone’s financial future. So I’m taking the liberty of providing advice…
Read more
The CFA Institute posted a blog by Issac Presley about The Harvard Crimson, Harvard University’s student newspaper, which ran an editorial last month excoriating the university’s management of its endowment fund. To quote from the Crimson: “Harvard Management Company announced a $2 billion loss for fiscal year 2016. Let’s not mince words: this is unacceptable.” …
Read more
Mutual funds have been around since the 1920s, although their popularity really began to soar starting in the 1960s. By now most everyone I meet has a basic familiarity with these extremely useful investment vehicles. Then came the Exchange Traded Fund (ETF), a variation of a mutual fund pioneered in the U.S. by the S&P…
Read more
If you are in the market for a new home, especially your first one, you will be faced with a plethora of choices and decisions to make. Location, size, style; there are so many variables that you may find the process overwhelming. But the first decision you will face is how much house you can…
Read more
As an investment professional I spend a huge part of my time helping clients to develop investment strategies and to identify specific investments that balance the need for growth with the need for asset preservation. And over time, the value of these efforts pays off by maximizing the likelihood of their being able to live…
Read more
Cognizant Wealth Advisors, LLC ("Cognizant"), dba Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor.
© 2024 - Cognizant Wealth Advisors
Recent Comments