3 Charts That Show Why Investors Should Stay the Course Throughout Market Turmoil

From: www.morningstar.com

What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.

When investors experience market turmoil like that of the past couple of weeks, it can be hard to keep focused on the long-term potential of investing in stocks, even in spite of evidence that staying the course is…

Missing The Best Days

From: Brookstone Capital Management

Beginning in late February, the market began to exhibit wide daily swings. This happens in markets from time to time and is something that we anticipate when we construct portfolios. These wide swings lead to some short-term price dislocations, but as things calm down (and they will), an investor is likely to find that sticking to a diversified, risk-appropriate portfolio was the right decision.

Market history demonstrates…

A Case Study of Gurtin’s Municipal Tax Loss Harvesting Process

From: Gurtin

Goal: To Decrease or Permanently Eliminate Tax Liabilities

Tax loss harvesting with municipal bonds can help decrease or permanently eliminate tax liabilities investors have realized from capital gains in other portions of their overall investment portfolio. Using a systematic tax loss harvesting process, investors are able to sell securities that have depreciated in value and thereby realize losses that can be used to…

Today, your retirement portfolio may include stocks, bonds and mutual funds that all play a part in helping you achieve a successful retirement. However, you may want to consider adding an annuity, which can complement your portfolio by providing attributes for retirement those categories do not offer. The chart below outlines these retirement attributes, particularly the ability of annuities to deliver the reliable lifetime income you’ll need in retirement. Annuities may not be right…