Market Commentary
What is Zacks Investment Management’s Philosophy?
Penfield, NY asks…
What is Zacks Investment Management’s philosophy?
Thanks for asking Penfield – this is an important question as you’ll want to be aligned, philosophically, with your investment manager to position the working relationship for success.
At the core of Zacks Investment Management’s philosophy is our belief that every client has unique needs and that there is no such thing as a “one size fits all” approach.[…]
China Currency, Bank Downgrades, Fed Plans
China Gets a Seat at the Reserve Currency Table – China’s currency, the yuan, gained inclusion into the International Monetary Fund’s (IMF) Special Drawing Rights basket this week, a move the Chinese central bank has been posturing to achieve for some time.[…]
Read MoreDecember 2015 Stock Market Outlook (In Brief)
U.S. Markets
December is here. Small gift buying stirs the season. Yet, that’s not what keeps stocks rising. Visible U.S. share buying is typical seasonal performance chasing by mutual fund managers. Late year markets like to stage a Santa Claus rally.[…]
They’re Eliminating One of Your Investing Tools
The New York Stock Exchange (NYSE) announced in mid-November the decision to eliminate stop orders and “good-till-canceled” orders from the investor playbook. When used correctly, stop-loss orders can be a resourceful tool to curb losses, and they can also be used to prevent a stock from falling back to its cost basis – which theoretically ensures you make a profit.[…]
Read MoreWhat to Look for in a Money Manager
When it comes to hiring a money manager, investors have no shortage of options. But that’s also part of the problem. Finding the right manager is challenging and stressful, especially when you are likely trying to live stress-free.
So, in an effort to make your search easier,[…]
6 Year-End Planning Tips
Time flies by when the holidays arrive which means the New Year will be here before you know it. For investors, that gives you just over a month to take care of a few important year-end planning items.
To make this easy,[…]
Recency Bias Undermining Returns?
Fort Meyers, FL asks…
I received an inheritance and was going to invest, but the market’s volatility and downward turn has me concerned so I’m waiting. Is that a good idea?
Great question – and, an important one given the potential impact one’s actions,[…]
What Will Holiday Retail Sales Tell Us About the Market?
As the holiday season approaches, investors often shift their attention to ‘retail sales’ as a health barometer for the overall economy. The U.S. consumer accounts for around two-thirds of total output, so it makes sense that our fixation on discretionary sales numbers creates a fresh buzz every year.[…]
Read MoreParis Attack Impact on Investing.
On November 13, the magnificent city of Paris was attacked by cowards – men whose feelings of hopelessness and disaffectedness were channeled into senseless violence against innocent people. This came only one day after a pair of suicide bombings killed 43 in Beirut,[…]
Read MoreWeak Import Data, Paris Aftermath, Tech IPOs…
Weak Import Data Something to Watch – this late in the cycle, the U.S. economy is a patchwork of strengths and weaknesses but also set for growth on balance. A piece of data released this week raised an eyebrow though – for the first time in a decade,[…]