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Investing

Do Old Allocation Rules Still Apply?

It seems we live in the best of times and the worst of times simultaneously, and from what I’m seeing on my social media feeds, people appear to be split on which one they think we’re in! Despite that, there’s still the age-old question about that rule of thumb that investors should hold a stock percentage of 100 minus their age.

GameStop: What Was That?!

So, what is a short, you’re wondering? A short is when a share of stock is sold with the intention of buying it back at a cheaper price. It’s akin to selling your house to someone who’ll pay full market value because you think it’s overvalued, and you planning to buy it back after the market plunges.

Our Take on the Economic Outlook

Well, we have a new president! And given that this is day two, I’m assuming the world hasn’t ended, and that you’re not about to sell everything off and go into hiding (please, don’t!).

Markets & Vaccines

My, it’s been a busy 10 days! One for the record books, I’d say, but we have a winner – or do we? Regardless, someone will be sworn in come January. I think.

Apple, Inflation & Diversifying

A couple of weeks ago, I talked about the recent stock splits from Apple and Tesla, and since then, a number of you have asked why there’s no Apple stock in our Envestnet accounts. We all use Apple products on a daily basis, right? Whether an iPhone, iPad, MacBook or even an old iPod, it’s hard to escape Apple. So, why don’t we own a company we all use on a daily basis?

Stock Splits: A History Lesson

This week, I want to talk about stock splits, as I’ve been getting a few questions about what this means. Apple recently split their stock four-for-one, and Tesla split five-for-one. That means that if you used to own one share of Tesla worth, say, $2,000, you now have five shares worth $400 each. Stock splits certainly aren’t anything new, and were common during the late 1990s tech boom (more on that later). The split does not change the value of Tesla.

Questions & Quotes

This week, we’re going to address the second most popular question I’ve been receiving lately, right behind “what about the election??” That question is: “Should I consider cashing out and staying in cash for a while with what’s on the horizon with…?” Fill in the blank as to what’s causing you anxiety: the election, Covid, the second wave of Covid, Trump, Biden, China, unemployment, no football (for you Big 10 and Pac 12 fans), masks. That should about cover it! Hopefully your blood pressure isn’t up too many points.

Hitting the Reset Button

It seems to me like the whole world has just hit the reset button, sort of like when your computer is acting weird, so you just hit restart, hoping to smooth things out a little. We’ve looked for answers in Netflix. We’ve set up creative home offices. We’ve bought masks bearing the logos of our favorite sports teams while wondering when we’ll get to see them play again. We’ve accepted (some of) the things we can’t change, and we’re adjusting accordingly as best we can.

Looking Forward

For those of you who read last week’s newsletter, we talked about all of our future plans that have been cancelled. This week, I wanted to focus on some of the things we can look forward to as we wait for life to resume some semblance of normalcy. Now, I’m not talking about going to a restaurant, or to see your favorite sports team play, or hopping on a plane to somewhere that isn’t having monsoons! I’m talking about life events that will, one way or another, happen.

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