© 2017 Tweddell Goldberg Wealth Management

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October 11, 2019

Four of the biggest online brokers just cut their commissions to $0 per transaction. Be careful, or you could be a big loser.

September 5, 2019

Let’s face it: The stock market is infuriating. Valuations are high, global growth is slow, and President Donald Trump’s trade war with China has brought elevated volatility to stocks. Meanwhile, bonds, the only sensible alternative, are at near-record high prices and thus offer puny yields.

What’s an investor to do? One partial remedy is to increase your investment in health care stocks.

Health care, which comprises more than 1...

August 13, 2019

Why you should consider investing in this terrific fund now.

July 16, 2019

Don’t buy the chorus of "This time is different."

June 19, 2019

T. Rowe Price (TROW) employs more than 600 investment professionals who manage nearly $1.1 trillion for investors in 49 countries. But when you visit the Baltimore headquarters, you still get a feel of the firm as a small, collegial group that enjoys working together.

The secret to T. Rowe Price’s success, in my view, is its sterling corporate culture. This is a company with character. The average investment pro has 22 years of...

May 29, 2019

Until a few years ago, the American Funds family of mutual funds was available to individual investors only through intermediaries such as brokers and advisors. But now they’re available to anyone through online brokers, such as Fidelity and Schwab.

That’s a huge deal because, in my view, the best American Funds are among the top actively managed, large-company funds you can find anywhere. The funds haven’t attracted much atten...

April 19, 2019

Vanguard, with more than $5 trillion in global assets under management, is the world’s largest mutual fund provider – and for good reason.

Vanguard funds pioneered index investing and, since its founding in the 1970s by the late Jack Bogle, have emphasized low costs. Organized like a mutual insurance company, Vanguard’s funds are owned by fund shareholders and run “at-cost.” There’s no need to turn a profit to satisfy outside i...

March 18, 2019

Don't let your investment dollars go to pot

March 8, 2019

Anything can happen next, so you must be mentally prepared.

February 21, 2019

The stock market has given investors a bad case of whiplash over the past few months. In December, the Standard & Poor’s 500-stock index tumbled 9%. Since then, however, the benchmark has reversed course and climbed 11%.

When the market makes violent swings, the worst thing you can do is to try to stay in sync with it by selling when stocks fall and purchasing when they rebound. But if you own a fistful of volatile funds – even...

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