Investment Management
The Big Picture
When thinking about the blog topic for the day, the only thing that seemed appropriate to write about is the ongoing conflict in Ukraine and the economic fallout seen in the market over the past few weeks. Heavy topics to take on in a short blog post, so please excuse the length
Sarah YakelMar 8, 2022
The Splits
In all the market drama of January, Google’s announcement of a stock split went unnoticed by many investors who were distracted by all the other crazy market moves. On February 1, Google parent company Alphabet said it would split its stock 20–1. That means that for every 1 share
Sarah YakelFeb 8, 2022
Keep Calm and Carry On
If I didn’t address the elephant in the room, I feel as though I’d be doing our weekly blog a disservice . And for anyone who has turned on the television, radio, or news recently, I am almost 100% certain you know what I’m referring to …. we are 15 trading days into the year […]
Sarah IrvingJan 25, 2022
Strategizing
Every winter, the Yakel household gets complicated with the start of basketball season. Melanie and Ethan play basketball and I coach the varsity girls at their school. Lots of long nights at the school gym! This year, the varsity girls team kicked off our season by winning the p
Sarah YakelJan 11, 2022
Why Is Taking Financial Risk Important?
No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest when you’re supporting kids or helping agi
Sarah YakelAug 10, 2021
Asset Classes
What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset classes are: Stocks – when you buy a stock, you becom
Sarah YakelJul 13, 2021
Moving Targets
The COVID pandemic has changed a lot of things in all of our lives, and tax deadlines are no different. You now have until Monday, May 17th to do few things that count toward the 2020 tax year. Among them: File your taxes – the deadline has been extended from the traditional Apri
Nathan GilbertApr 27, 2021
The Unexpected
March Madness is here, it is the season of surprises (we’re looking at you, Oral Roberts University…thanks for busting everyone’s brackets…). The members of Yakel family spent the weekend alternately crowing in victory or complaining in defeat, as our family bracket competition g
Sarah YakelMar 22, 2021
Information Overload
Reddit’s Impact on Investing Investing has been front and center this past month with the ongoing Reddit/GameStop/Robinhood saga all over the news: In a Yahoo Finance poll, 28% of investors polled admitted to buying one of the stocks in the news—AMC was the most purchased stock,
Sarah YakelFeb 23, 2021
What’s In A Sector?
For the first time in a long time, the Value portion of the S&P 500 outperformed the Growth portion. Granted, it was only over one week, but it could signal a reversal of a trend that has essentially been happening since 2006. Credit to Jeff Weniger at WisdomTree for his analysis
Nathan GilbertNov 17, 2020
How We Think About Elections & Investment Decisions
Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach. Why
Nathan GilbertOct 27, 2020
Investing Can Pay Dividends
When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many often forget about is that some companies also pay their shareholders di
Nathan GilbertSep 8, 2020