Author archives: Marc Wambaugh

April 30 , 2019 | Posted by Marc Wambaugh |

Déjà Vu All Over Again

Déjà Vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy,…

December 18 , 2018 | Posted by Marc Wambaugh |

Why Should You Diversify?

As 2019 approaches, volatility has returned to the stock markets.  With that volatility comes a feeling of insecurity as investors watch their statement values go up and down.  During these times, the conventional wisdom is that diversification can help smooth out the ride.  However, US stocks have outperformed non-US stocks in recent years.

For the…

March 21 , 2018 | Posted by Marc Wambaugh |

Should You Establish a Donor-Advised Fund?

Many taxpayers around the country have given to charity for years and the tax deduction associated with those donations was an added bonus.  However, with the sweeping new tax law changes that took effect in January 2018, some taxpayers may no longer receive a tax benefit for donations.  The new standard deduction is $24,000 for…

August 27 , 2014 | Posted by Marc Wambaugh |

The Challenge of Picking a Mutual Fund

Picking a mutual fund can be a daunting task. At the end of 2013, the mutual fund industry collectively managed about $9.1 trillion in shareholder wealth.  This fact highlights the importance the mutual fund industry plays in connecting investors with the financial markets. But it also means there is intense competition for investors’ money.