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Tuesday, January 23, 2018

Most of us are familiar with New Year’s resolutions. The annual ritual can be either wonderfully enriching or frustratingly fleeting. Below is a list of financial resolutions sure to improve your bottom line: Review recent tax...

 

Tuesday, January 23, 2018

John Templeton, the legendary global investor and founder of Templeton Funds, was fond of saying, “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” After a uniquely strong...

 

Tuesday, November 14, 2017

At Riverside Financial Group we have been working to distill our best approach to the renewable energy space. Renewables have become a focus not only because recovering a sustainable environmental footprint is something we personally...

 

Tuesday, November 14, 2017

An increasing number of clients are asking for investment options that focus on companies engaged in businesses that directly benefit society, that employ fair and progressive labor practices, and that exhibit good corporate governance...

 

Monday, September 11, 2017

I was pleased to read a very persuasive article in the August 12 edition of Barron’s, written by Matthews Asia strategist Andy Rothman, in which he outlines the case for investing in shares of companies that are capturing growth...

 

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Monday, April 3, 2017

Market Timing The new administration has ushered in the promise of economic stimulus through infrastructure spending, and tax and trade reform. As a result, the U.S. stock market has gained roughly 10% from the election through the end...

 

Monday, April 3, 2017

As I write this note President Trump and the president of China, Xi Jinping, are preparing to meet at Mar-a-Lago on April 6th and 7th. This is on my mind not just because we continue to recommend an appropriate allocation to Asia for...

 

Wednesday, November 9, 2016

This morning I came across a wonderful article on the CNBC personal financial planning website, written by staff member Tom Anderson, on the subject of building wealth in a 401(k) plan. The title is, “Get a 654 percent return by...

 

Friday, October 28, 2016

The MSCI Emerging Markets Index (MSCI EMI) has gained +15.19% year-to-date through 10/07/2016. This is more than double the +7.16% in the S&P 500 Index over the same period. While impressive, the strength in emerging markets...

 

Tuesday, July 12, 2016

The Brexit vote ushered in a huge spike in volatility, and knocked the market back to “correction” territory for the second time this year. Although it is never comfortable to experience a sudden market retreat, it is very...

 

Wednesday, April 6, 2016

It is retirement funding season, and a good time to examine our savings habits and methodologies. There is no question that the average saver is struggling to put aside the amount of capital necessary to provide for a comfortable...

 

Friday, February 19, 2016

Volatility is back. As investors, we need to learn from the mistakes of the past and manage volatility with discipline and an eye for opportunity. The stock market offers liquid and easy participation in entrepreneurship and innovation...

 

Wednesday, September 9, 2015

How Can We Benefit from Lower Oil? The price of oil has been falling since the summer of 2014, but for a brief rally in the first quarter of 2015. This last dramatic leg down, beginning in May, is considered one of the catalysts for...

 

Wednesday, August 5, 2015

? U.S. growth stocks had more room to move higher, now they are grossly overvalued.? Rising interest rates was the greater risk, now they have fallen all the way back.? International equity returns were trouncing the U.S., now foreign...

 

Thursday, July 23, 2015

Senator Will Roth of Delaware gave us a true gift; the ability to save in a vehicle that allows for tax-free distributions at retirement. The Roth IRA was introduced in the Tax Payer Relief Act of 1997 to great success. The Roth 401(k)...

 

Wednesday, May 13, 2015

It’s a simple assertion, “keep your eye on the dot” – but which dot do I keep my eye on? Even with thirty-one years of focus on the financial markets, I feel that listening to the financial news these days is...

 

Thursday, April 2, 2015

U.S. equities have generated profoundly better returns than their international counterparts over the last five years. The five year average annual return of the FTSE All World Ex-US Index, ending 02/28/2015, is 7.75%, versus 16.15%...

 

Thursday, April 2, 2015

The Federal Reserve has depressed interest rates to historically low levels, hoping to stimulate borrowing for investment and capital spending. On a household level, this appears to be happening. Home equity loans have surged, in large...