Stock Market

Consistently investing through dollar-cost averaging (DCA) helps reduce emotional stress and risk, even when markets hit all-time highs. Historical data shows buying at market peaks often leads to strong long-term returns, with nearly 30% of past highs becoming lasting floors. Rather than waiting for the perfect moment, disciplined, regular investing—Always Be Buying (ABB)—has proven to be a reliable strategy for long-term wealth building.

Technology now makes up about 32% of the S&P 500, highlighting its dominance in the U.S. economy and markets. In 2024, strong demand for AI, semiconductors, and cloud computing fueled growth for firms like NVIDIA and Microsoft. However, this concentration poses risks—tech’s heavy influence can create volatility and distort the index's representation of the broader economy. Investors should review their diversification and risk exposure with an advisor.

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our health, relationships, careers, and, of course, our finances. When it comes to investing, it’s well known that adequately diversifying and staying invested are the best ways to achieve long-term financial goals. However, this is often easier said than done, especially when market and economic outlooks are uncertain, as they have been for many years. Fortunately,...

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.