Blog

Category: Investments

The Importance of Diversification

By Lineweaver Financial Group
December 27, 2018 Category: Diversification, Portfolio, Investments, Stocks, Bonds

Many people think their investments are diversified, but when you dig deeper on any given portfolio, we find thats often not the case. In order to diversify your portfolio, you want to choose a variety of assets stocks, bonds, cash and others but you also want to choose ones whose returns havent all historically moved in the same direction, and, ideally, assets whose returns typically move in opposite directions to hold up your portfolio hold up better in down markets. That way, even if a portion of your portfolio is declining, the rest of your portfolio, hopefully, is growing, and you can potentially offset some of the impact of poor performance on your overall portfolio. Another important aspect of building a well-diversified portfolio is that you try to stay diversified within each type of investment. For example, in terms of your individual stock holdings, beware of overconcentration in a single stock. We usually advise our clients that a single security shouldnt account for

Should You Take a Summer Vacation From Your Investments?

By Lineweaver Financial Group
June 22, 2018 Category: Investments, Advice, Summer

Theres an old saying youve probably heard that gets repeated every year in the spring and early summer that goes Sell in May and Go Away. But is that good advice? Whats the best thing for you and your investments over the historically slower summer months? The phrase sell in May and go away is thought to originate from an old English saying, Sell in May and go away, and come on back on St. Legers Day (pronounced ledger). This phrase refers to acustom of upper class aristocrats, traders and financiers who wouldleave London to spend the summer months in the country. Specifically, it refers to the St. Legers Stakes, a thoroughbred horse race held in mid-September. It turns out that the saying is based in solid analysis - From 1950 to around 2013, theDow Jones Industrial Averagehas had an average return of only0.3% during the May to October period,compared with an average gain of 7.5 percent during the November to April period, according to Forbes. But, since 2013 theres good reason to

Categories
Newsletter (27)
Retirement Planning (14)
Financial Planning (11)
Letter From The President (11)
Retirement (10)
Economic Commentary (10)
Lineweaver (10)
Tax (9)
Healthwatch (8)
Market Commentary (8)
General (6)
Education Programs (6)
Taxes (4)
Q3 (4)
LFG (4)
Bonds (4)
Social Security (4)
Market (4)
Tax Planning (4)
Market Review (3)
2017 (3)
IRA (3)
Finance (3)
Tax Law (3)
Diversification (3)
Q2 Newsletter (2)
Stocks (2)
Investing (2)
Tax Cuts And Jobs Act (2)
Rising Interest Rates (2)
Investments (2)
(2)
Insurance (2)
Client Spotlight (2)
Social Security Benefits (2)
2016 (2)
Financial Strategies (2)
High Income (2)
Interest Rates (2)
2019 (2)
Tax Scams (2)
Brexit Update (2)
Trump (2)
Estate Planning (2)
Charitable Giving (1)
Letter From The President New Years Resolutions (1)
Travel Tips (1)
Transfer Real Estate (1)
Bruce Motko (1)
New Website (1)
Tax Cuts (1)
Q2 (1)
Eat More (1)
Reallocation (1)
529 Plans (1)
RMD (1)
New Tax Law (1)
Trading (1)
NAFTA (1)
Defer Tax (1)
Tariffs (1)
Lose Weight (1)
Jobs (1)
Distribution (1)
Top Financial Strategies Of The Wealthy (1)
Market Pullback (1)
Market Review 2017 (1)
Statements (1)
Travel (1)
Eye Strain (1)
Tips (1)
Cooking (1)
Healthy (1)
New Years Resolutions (1)
Jim Lineweaver (1)
Financial Goals (1)
Market Outlook (1)
Portfolio (1)
Vacation Home (1)
Exercising (1)
James Lineweaver (1)
Quarterly Newsletter (1)
Financial Quarterback (1)
2018 (1)
Screens (1)
Markets (1)
Vacation From Investments (1)
Marital Trust (1)
Bloodline Trust (1)
Trusts (1)
Grand Kids (1)
In Laws (1)
Q3 Newsletter (1)
Summer (1)
Advice (1)
Bitcoin (1)
Investment (1)
Cryptocurrency (1)
Market Volatility (1)
Drink Water (1)
Inheritance (1)
Financial (1)
Kids (1)
Holiday Planning (1)
Business Owners (1)
Self Employed (1)
Retiring (1)
Legacy (1)
Retire Early (1)
Retire (1)
Q1 2017 Newsletter (1)
Winter 2017 (1)
Market Update (1)
2016 Market (1)
1st Quarter (1)
Holiday Gifts (1)
Stockpile (1)
Financial Health (1)
Annuities (1)
Fall 2016 (1)
Politics (1)
Candidates (1)
Election (1)
Gifting (1)
Harvest For Hunger (1)
Service Day (1)
Women And Money (1)
Charitable Contributions (1)
Social Security Planning (1)
Financial Advisor (1)
Financial Advice (1)
Retirement Tips (1)
Annuity (1)
Annuity Alternatives (1)
Introducing (1)
North Korea (1)
Tax Cuts And Job Act (1)
Third Quarter (1)
Identity Theft (1)
Fraud (1)
2017 Q4 (1)
Mark Sipos (1)
Equifax (1)
401(k) (1)
Costs (1)
Expense (1)
Mutual Funds (1)
Lineweaver Wealth Advisors (1)
Conflict (1)
Coordination (1)
Life Insurance (1)
Protection (1)
Risk Management (1)
REITs (1)
Real Estate (1)
Growing Your Wealth (1)
Charitable Remainder Trust (1)
Private Foundation Charitable Lead Trust (1)
Donor Advised Fund (1)
Charity (1)
Roth (1)
Policy (1)
Bonds Ladder (1)
Dividend (1)
Q1 (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom