BUY AT THE HIGHS? Investors often ask if it’s time to dial down stock market exposure when the broad market hits new high prices. If market appreciation has pushed stocks to an outsized portion of overall holdings, then doing a bit of pruning could make a lot of sense. Disciplined investors execute such moves regularly,…
There’s plenty of sagely advice available from savvy investors. One thing most of them have in common is they stay invested. They may keep some cash on the sidelines to take advantage of unexpected opportunities. They may dial stock exposure up when they think it’s appropriate, and they may dial it down when they deem…
Companies paying higher dividends do tend to be more mature. The mature companies investors want to own are still growing earnings, but that growth is probably more moderate than it is for a younger company whose total accessible market (TAM) isn’t yet defined. Apple is a fairly mature company, but they keep coming up with…
If you are the beneficiary of an IRA or 401(k) account, you will need to familiarize yourself with the rules of how you handle the account. After the passage of the 2019 Secure Act, the beneficiary must first determine the category of relationship to the person who died. Typically, the rules for required minimum distributions…
Interest rates should rise when economic growth accelerates…and history says stocks prices may well rise alongside them The stock market has frustrated many investors of late and commentators keep pointing toward the bond market and rising interest rates for the reason. Interest rates have actually been rising since last August. The yield on the 10-year…
HOUSTON, TEXAS, January 29, 2021 – The principals of Adell, Harriman & Carpenter, Houston-based independent, fee-only investment managers, have named Scot W. Johnson as the firm’s fifth principal. He joins the firm’s management team as AHC strategically eyes the future. “After an exhaustive candidate search, Scot came on board in the latter part of…