Making Cents: Dollar Cost Averaging

By: John P. Napolitano, CFP®, CPA, PFS, MST

Dollar cost averaging is a term that has been around for many years, but always seems to get a lot more usage during turbulent markets. Whether it’s justification for continuing to invest in your 401K or simply systematically contributing new investable money into your accounts over a specified time period, dollar cost averaging is here to stay.

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Making Cents: To Robo or not to Robo

By: John P. Napolitano, CFP®, CPA, PFS, MST

The financial world has been introduced to a new term over the past few years.  That term is Robo Advisor.  It sounds simple enough, but when you look at the long list of confusing jargon that already exists in the financial world, this is no different than many.  It sounds like one thing but may really be something completely different than what you need.

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Making Cents: Managing a Portfolio is a Balancing Act

By: John P. Napolitano, CFP®, CPA, PFS, MST

Diversifying your investment holdings has come under much criticism over the past several years.  The reason is simple, large U.S. Companies have dominated the global growth scene and delivered the most in terms of gains seen in many investment portfolios. If you study markets, it seems that certain sectors may have some hot streaks whereby any given sector may lead the markets for a year or two – but rarely does any one sector dominate as the U.S. Standard and Poors 500 index has in the past decade.

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