Archive for March, 2018

When Do You Want To Be Happy?

“A penny saved is a penny earned” – Benjamin Franklin When looking at your portfolio and investments it is up to you to decide when you’d like to be happy- in the short-term or the long-term. In this video we’ll take a look at a chart highlighting time, diversification and the volatility of returns. Spoiler alert: there is no right answer.  But if you connect with me directly, I can help you identify what situation you’re most comfortable with and that would provide you with the best returns. Simply email me at to start the conversation. Here is my video ... Read More

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The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.

The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.

The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.

Indexes are often used as a proxy for the stock market and cannot be invested in directly.