Posts Tagged ‘Investing’
Thursday, June 9th, 2011 by Cass Chappell, CFP®
Fox 5 Atlanta asked us for some tips that parents could give their recent college graduate children about finance, spending, and saving (see the clip here). Here are my top five, ...
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Tags: 401k, Contributing to a 401(k), Financial Planning, Investing, investing fundamentals, investing philosophy, Investments, Retirement Planning, Savings, spending
Posted in Financial Planning, Uncategorized | No Comments »
Monday, June 14th, 2010 by Charles Mayfield, CFP®
In our initial Chappell Mayfield Investment Dashboard™ post several weeks ago, we gave a broad overview of the proprietary tool that we, as financial planners, created to help our clients understand ...
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Tags: Chappell Mayfield Investment Dashboard, client reviews, Investing, Investment Dashboard, investment metrics, performance measurement, Performance relative to peers, relative performance, standardized performance
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Monday, March 30th, 2009 by Charles Mayfield, CFP®
I got the "double dumb" phrase from one of my earliest career mentors, Bill Lohnes. Bill was the managing director with the company Cass and I worked with before starting our ...
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Tags: 401(k) match, 401k, all in cash, bailing out, corporate cutbacks, declining market, Diversification, dollar-cost-averaging, fear and greed, invest for the long term, Investing, Retirement Plan, Retirement Planning, securities, sideways market, Time in the market
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Monday, November 17th, 2008 by Cass Chappell, CFP®
"What can I do to capitalize on the current market downturn?"
A frequent recommendation, which affects most of our clients, is to consider increasing retirement contributions. If you can afford to increase ...
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Tags: 401k, Contributing to a 401(k), Investing, Matching contributions, max out, stock market
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Tuesday, October 21st, 2008 by Cass Chappell, CFP®
Last week the Dow Jones Industrial Average had its best week since March 2003, up 4.8%. What is particularly noteworthy about the week was that it included the best day since ...
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Tags: angry coach, fundamentals, Investing, Lou Holtz, Market Volatility, stock market investing, Volatility
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Friday, October 10th, 2008 by Cass Chappell, CFP®
On CNBC this morning, terms like "oversold" and "irrational pessimism" were uttered frequently. Countless charts and graphs showing stock prices and current yields were abundant (some of them were amazing!). Comparisons ...
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Tags: CNBC, Investing, irrational pessimism, market drops, market swings, Regression to the Mean, Reversion to the Mean, standard deviation, Statistics, stock market
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Monday, September 15th, 2008 by Charles Mayfield, CFP®
In the wake of the recent Olympic Games, I'm inclined to draw on the parallels between those fantastic events and the ‘not so fantastic' events that have unfolded in our economy ...
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Tags: Investing, Olympics, Retirement Planning, stock market
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Tuesday, August 12th, 2008 by Cass Chappell, CFP®
I saw this attachment the other day and felt compelled to share... If you had invested $10,000 in the US Stock Market (S&P 500 Index, which is unmanaged and cannot be ...
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Tags: Investing, Investor Fear, Procrastination, stock market
Posted in Financial Planning, Investments | No Comments »