Author - Daniel Joss MBA, CFP®, RLP®

1
An Index Overview, Part IV: Opportunities and Obstacles
2
4 Money Mistakes Expectant Parents Make
3
Primer on Indexes; What Are They? Part 1.
4
Are your monthly statements helpful?
5
Market Pricing, The Markets, the Prices, and You and Me

An Index Overview, Part IV: Opportunities and Obstacles

This mini-series originally appeared in my monthly newsletter.

Legend has it, a pharmacist named John Pemberton was searching for a headache cure when he tried blending Coca leaves with Cola nuts. Who knew his recipe was destined to become such a smashing success, even if Coca-Cola® never did become the medicine Pemberton had in mind?

In similar vein, when Charles Dow launched the Dow Jones Industrial Average (the Dow), his aim was to better assess stock prices and market trends, hoping to determine when the market’s tides had turned by measuring the equivalent of its incoming and outgoing “waves.” He …

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4 Money Mistakes Expectant Parents Make

I read this article (4 money mistakes people keep making when they’re expecting a baby) by Sheryl Nance-Nash recently. I have a few clients (parents and grand-parents) that are expecting. I found it timely for them and there are lessons for others here too.

  1. Don’t buy too much stuff. Baby’s don’t really need all the things that are sold. Don’t use debt.
  2. You may need to adjust your budget. Changes in your life can mean changes in your budget are in order.
  3. Don’t neglect thinking about your future needs. Save for college, save for retirement.
  4. Update your estate planning documents.
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Primer on Indexes; What Are They? Part 1.

This article about the stock index first appeared in a monthly news letter to my clients in March of this year. This is the first part of a four part mini-series.

Since nearly every media outlet on the planet reported the news, you probably already know that the Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017. But when a popular index like the Dow is on a tear, up or down, what does it really mean to you and your investments?

Great question. In this multi-part series, we’re going to cover some of the …

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Are your monthly statements helpful?

You may receive portfolio performance reports every three months or so—a form of transparency that financial planning professionals introduced at a time when the typical brokerage statement was impossible to decipher. It might surprise you to know that most professionals think there is actually little value to any quarterly performance information, other than to reassure you that you actually do own a diversified portfolio of investments. It’s very difficult to know if you’re staying abreast of the market, and for most of us, that’s not really relevant anyway.

Why?

The only way to know if your investments are “beating the …

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Market Pricing, The Markets, the Prices, and You and Me

Welcome to the first installment in our series of Joss Financial Group’s EB Investing Insights: The Markets, the Prices, and You and Me. When it comes to investing (or anything in life worth doing) it helps to know what you’re facing. In this case, we face “the market.” On a side note, I smile when I … Continue reading Market Pricing, The Markets, the Prices, and You and Me Read More

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