by McCabe & Associates | Dec 12, 2018 | Financial Planning, Investment Management, Stock Market
“Diversification strives to smooth out unsystematic risk events in a portfolio so the positive performance of some investments neutralizes the negative performance of others. Therefore, the benefits of diversification hold only if the securities in the portfolio are...
by McCabe & Associates | Sep 6, 2018 | Economy, Financial Planning, Investment Management, Stock Market
The stock market has been soaring higher than ever with both large company names as well as small caps hitting all-time highs recently. The S&P 500 index hit its high mark in intraday trading on August 29th, and the Russell 2000 on August 31st. 1 Strong...
by McCabe & Associates | Apr 5, 2018 | Financial Planning, Investment Management
Dimensional has created a new video, Tuning Out the Noise, to remind clients of the importance of remaining disciplined during volatile markets and to reinforce the value of an advisor in helping them achieve a positive investment outcome. We hope you find this video...
by McCabe & Associates | Jan 4, 2018 | Economy, Education Planning, Financial Planning
Before leaving for Christmas break, President Trump officially signed the Republican tax bill into law. The last time this country reformed it’s tax code, shoulder pads were in fashion, Mike Tyson became the youngest heavyweight champion in history, the Oprah Winfrey...
by McCabe & Associates | Oct 12, 2017 | Economy, Financial Planning, Stock Market
As we begin the 4th quarter, which is the busy Holiday Season, we hope you and your family are doing well, and that you have a Healthy Happy and Prosperous Season. When you review your report, you will notice in the 3rd quarter the markets continued to reward and...
by McCabe & Associates | May 3, 2017 | Financial Planning, Retirement Planning, Risk Management
Last month, Fidelity released the results of its Retirement IQ Survey and uncovered a significant gap in knowledge among Americans who responded. According to Fidelity, although they only asked 8 questions, there was a lack of understanding among the majority of...
