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Your 2016 Financial To-Do List: Month by Month

By jjjinvesting | January 14, 2016 |

Christine Benz, Morningstar2 PRINT As the new year dawns, many investors start out with the best of intentions. They plan to scrupulously document their spending, stick to a budget, pay down debt, and kick up their investment contributions. They aim to overhaul their portfolios so they’re in line with their asset-allocation targets and to ensure…

Designing an Investment Portfolio

By jjjinvesting | January 13, 2016 |

Forefield2 PRINT What is meant by “designing an investment portfolio”? Designing an investment portfolio is the process of determining which investment vehicles will help you pursue your personal goals. First, you’ll want to identify the personal investment goals that you would like to fulfill. These goals will be closely tied to a number of factors,…

How Interest Rates Affect the Stock Market

By jjjinvesting | January 13, 2016 |

Investopedia2 PRINT Interest rates. Most people pay attention to them, and they can impact the stock market. But why? In this article, you will learn some of the indirect links between interest rates and the stock market and how they might affect your life. The Interest Rate Essentially, interest is nothing more than the cost someone pays…

Markets Recover from Summer Swoon

By jjjinvesting | January 13, 2016 |

November 2015, Mike Loewengart, VP of Investment Strategy, PRINT Equity markets surged in October, even as the U.S. Federal Reserve opened the door wider to a possible December rate hike. U.S. large-cap stocks rallied over 8% during the month, outperforming small caps. Outside the U.S., developed and emerging markets showed impressive gains, each up more…

3 Reasons to Ignore Market Volatility (VIX)

By jjjinvesting | January 13, 2016 |

Investopedia2 PRINT World markets have seen a spike in volatility over the past few weeks as stock prices have gyrated wildly. Sparked by uncertainty over the Chinese economy, European monetary policy, and the possibility of a U.S. interest rate hike, investors have begun to show signs of panic. General stock market volatility in the United…

New Year 2016: Looking Back, Moving Forward

By jjjinvesting | January 10, 2016 |

January 2016, Mike Loewengart, VP of Investment Strategy, E*TRADE Capital Management PRINT The Facts: There were lots of ups and downs in the markets in 2015. Unfortunately, by the time December came to close, there were a few more downs than ups. Although the S&P 500 actually posted a slight gain, it was the index’s…