Skip to content

Investment Summary For 2019 & What To Expect In 2020

By Robert Pagliarini on December 17, 2019

Stock markets are riding high as we approach the end of 2019. What’s more, the largest pullback in the S&P 500 this year was only 7%. There are three key reasons for this outsized performance, and one important takeaway for investors as we enter 2020. Perhaps the most important reason that major markets have experienced…

Read More

How an Inverted Yield Curve Impacts Investors

By Robert Pagliarini on August 20, 2019

The following is a guest post by James Liu, CFA, Founder and Head of Research at Clearnomics Of the market and economic indicators that predict recessions, none is as important as the steepness of the yield curve. It’s for this reason that markets reacted with uncertainty to last week’s intra-day yield curve inversion – the…

Read More

Want To Increase Your Returns & Truly Grow Your Wealth?

By Robert Pagliarini on June 7, 2018

Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…

Read More

Low Volatility Market: Ways to Reduce Risks That Persist

By Robert Pagliarini on August 24, 2017

If you’ve been thinking that not much is happening in the market lately, you’re right. Through the first seven months of the year, none of three major stock market indexes has fallen by more than 5 percent. And one gauge of market movement, the CBOE Volatility Index (VIX), which measures investors’ expectation of the ups…

Read More

Should You Track The Market’s Performance Each Day?

By Robert Pagliarini on November 15, 2016

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the equities markets. When the S&P 500, Dow, or Nasdaq take a tumble,…

Read More

What is Tax Loss Harvesting?

By Robert Pagliarini on November 9, 2016

Even though 2016 may end up being a subpar year for stocks, you may realize short-term capital gains. What will you do about them? You could do what many savvy investors do – you could “cash in your losses” and practice “tax-loss harvesting.” Selling losers to offset winners. Tax-loss harvesting means taking capital losses (you…

Read More

The Psychology of Money & Investing: 8 Behaviors

By Robert Pagliarini on October 19, 2016

When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing packaging than another. We buy five bananas because they are on sale for 29 cents this…

Read More

The Benefits of Dollar Cost Averaging

By Robert Pagliarini on February 24, 2016

Buying low and selling high is the oldest stock market adage. How does one put it into practice? Dollar cost averaging may give you a method to capture lower prices today and come out ahead tomorrow. How it works. Dollar cost averaging is a long-term investment strategy. It means investing in small increments. Through scheduled…

Read More

Ways To Make Investment Decisions

By Robert Pagliarini on February 20, 2016

Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we many not even be aware of.…

Read More
Reach us at (949) 305-0500