Irvine financial planner advisor
Skip to content

Why is the Stock Market Going Up and Will It Drop Again?

By Robert Pagliarini on April 19, 2020

We’ve seen strong gains in the last few weeks from the March 23 low. The questions on many investors’ minds are why and will it last. There is a divergence between the reality of today (e.g., virus spread, lock-downs in many states, record unemployment claims, greatly reduced corporate earnings, rise in bankruptcies, etc.) and what…

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

Should You Invest Yourself?

By Robert Pagliarini on October 6, 2015

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense of historical…

Read More

Good Warren Buffett Quote

By Robert Pagliarini on September 9, 2015

“I’m no good on what going on in markets. I have no idea what will happen tomorrow or next week. They get very volatile like this and other times they put you to sleep. But the important thing is where they’re going in five or ten years. And I’m confident they’ll be considerably higher in…

Read More
Reach us at (949) 305-0500