June 29, 2018
We’ve heard that we should rebalance our portfolios. It’s good for us. Kind of like fiber. But why? How? And how often? Here are three popular methods that compliment most investors’ needs.
Stocks, Bonds & Interest Rates
March 30, 2018
Investors are often apprehensive about how changing interest rates will affect their investments. Record low bond yields look poised to break out of a 6-year range. Will rising rates squash stocks? Burst bonds?
Worst Month – September Or October?
September 18, 2017
Is October the worst month of the year for stocks, or has it taken the blame for September? Sensationalism is a mainstay of articles on seasonal or calendar investing. We’ll take an objective, Coherent approach to stock market seasonality.
Don’t Miss Out On 401k Match
August 15, 2017
Are you leaving money on the table? Capturing your entire 401k match is vital to optimal financial planning. Here are ideas for fully understanding your match, structuring your employee contributions, and implementing contribution strategies to maximize benefits.
7 Questions To Ask About 401k Match
August 14, 2017
There are several components of a 401k employer match than can be coordinated to fit your personal finances. Contact your payroll, human resources or benefits department to ask for specific information on your retirement plans. Here are a few questions you should ask, and likely answers.
Who’s Really Advising You?
June 16, 2017
Recent Department of Labor (DOL) Fiduciary Rule changes may have you wondering, “Who’s really advising me?” Asking the right questions can help guide you to the appropriate path for your unique financial and lifestyle goals.
Dividends & Your Statement
June 7, 2017
June brings some extra dividends from funds which pay semi-annually. It’s also when investors have more difficulty understanding their account statements. A basic knowledge of dividends and how they’re reported can replace frustration with understanding.
Coherent Investor: Indices, Benchmarks, & Performance
March 17, 2017
Have you watched The Dow thinking why your stock portfolio is acting differently? Have you wondered what to expect in good markets or bad? Learning simple facts about indices, benchmarks, and performance strategies will shed light on many questions.
Vetting The January Barometer
January 27, 2017
As January comes to a close, you will no doubt hear someone quote the January Barometer – “As January goes, so goes the year.” January is looking good so far this year, so 2017 should end positive, right? But is this real research or fake science? At Coherent, we vetted this theory and share our findings with you.
Managing Your 401k Part 3
December 28, 2016
Do you lack time for or interest in planning your portfolio holdings in more detail? Or have you been putting off investing in the markets altogether? Balanced and target date funds help simplify the investment process by delegating many decisions to the fund manager.