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Affluent Investor Investment Challenges

Affluent investors face unique challenges when putting together an investment strategy. High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only…

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Adopt Better Financial Behaviors

        Most people often struggle to keep their yearly resolutions and make headway on goals. WHY? Humans aren’t robots. We frequently behave irrationally and make emotional decisions. Build better finances this year by overcoming your brain’s natural tendencies with the behavioral finance tricks in this info-graphic. Click here to check it out!…

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Do You Need Fixed-Income Assets in Your Portfolio?

Unappealing or too conservative for you? Think again. They have their place. When stocks soar, fixed-income investments have comparatively little allure. Investors hungry for double-digit returns may regard them as bland, vanilla securities saddled with an opportunity cost, geared to risk-averse retirees who are “playing not to lose.” An investment earning a consistent rate of…

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Tolerate the Volatility

Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Most attribute “the market” to company stock, but because there are various assets classes and…

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The Magic of Compounding

This is the factor that could really build wealth for young adults. Most wealth is built gradually. Sometimes it is built without any great financial sacrifice. You can cite one factor that promotes wealth building perhaps more than any other – the power of compounding. If you are decades away from retirement, you have a…

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Keep Calm, It’s Only A Correction

After 20 months of relative calm, this volatility needs to be taken in stride. correction Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late that when one occurs, emotion threatens to influence investment decisions. February…

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Using Your IRA to Buy Real Estate

Is this unorthodox investment idea underappreciated?   You can invest your IRA assets in different ways. Should you invest a portion of those assets in real estate?    At first thought, putting real estate into an IRA may seem like an off-the-wall idea. It is one you might want to consider, but you must be…

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Economic Update December 2017

  Contact us to learn more… Subscribe to be notified when a new article is posted. JST Investment Consulting does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be…

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Has the Business Cycle Peaked?

As the recovery lengthens further, this is a natural question to ask.  This decade has brought a long economic rebound to many parts of America. As 2017 ebbs into 2018, some of the statistics regarding this comeback are truly impressive: *Payrolls have grown, month after month, for more than seven years. *The jobless rate is…

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