Founding partner and CERTIFIED FINANCIAL PLANNER™ Marianne Inforzato recently sat down with Suburban Life Magazine to discuss how Fairman helps clients problem-solve and plan for … Read More
You see and hear it everywhere: “Individual stock or fund performance is the most important element of investing.” To us, this approach is counterproductive to long-term financial success because study after study has concluded that the critical factor is the ‘mix’ of stocks, bonds, and other assets owned. This mix, called asset allocation, is vital to the success or failure of your investment plan.
Over the last decade, there hasn’t been much to complain about when it comes to equity performance. Even after the sharp decline seen in financial markets earlier this year, equity indices have rebounded with strength and now sit at or near all-time highs. The resilience, performance, and consistency of the market in the last ten years has been nothing short of impressive—that is, unless you’re a value investor.
One adjective that describes this year is ‘uncertain’. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.
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