What History Tells Us About US Presidential Elections and the Market

It’s natural for investors to look for a connection between who wins the White House and which way stocks will go.

Same Old Story

Large and In Charge? Giant Firms atop Market Is Nothing New.

A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but it is actually a reference to 1967, when IBM represented a larger portion of the market than Apple at the end of 2019 (5.8% vs. 4.1%).

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Best Places to Work for Financial Advisers

Investment News has named our firm as one of the best places to work for financial advisers!

Focusing on What You Can Control: Adding Value through Rebalancing

When it comes to investing, emotion is not your friend. In times of economic crises, emotional reactions can impact and endanger financial decisions (Figure 1). Investors tend to fluctuate between the poles of greed and fear. Right now is a time of heightened fear. The fear about our collective health is real.  We have real control over how we follow personal hygiene, social distancing, and other guidelines. However, the control each of us has on the economy and, by proxy, the stock market is negligible. 

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Durbin Bennett Insights: Coronavirus

There is an old saying that the stock market has correctly predicted ten out of the last two recessions. With the stock market opening down today after falling into correction territory yesterday, this saying has never been more timely.

Politickin’

It’s politics season, which means your Facebook, tv, and radio will be filled with mudslinging political ads. While these may spark worry or concern, don’t let them muddy up the long-term outlook of your investment portfolio. Many fear that presidential elections can bring about undesirable changes to taxes, regulations, government spending, and debt. The truth […]

Washington Crossing the Delaware

Entrepreneurs face many challenges, and perhaps the most difficult of them all is managing growth. One way to keep pushing forward is through building a cohesive team of professionals and experts that can advise you and protect your business from various pitfalls as it grows. By having them onboard, you’re given the freedom to focus […]

Expert Tips to Help You Save for Your Down Payment

Recently, Redfin asked our advisors to think of creative solutions to help first-time homebuyers save for their down payment. Visit the Redfin blog to hear what our very own advisor Angela Smith, CFP®, had to say as well as tips from other experts. As a bonus, here are two additional tips from our advisors on how to save […]

Durbin Bennett

Origins: The Rick Bennett Story

Utilizing his tax background and years of sharing financial concepts and strategies with clients, Rick started his own firm, Durbin Bennett, in 1987. While many are daunted by the complexities of investing and finance, Rick understood these concepts could be broken down into simpler parts and better communicated to clients.

Roth IRA

Understanding Backdoor Roth IRA Conversions

With several individual retirement account (IRA) options available to investors, it’s important to understand how each IRA works and which is most appropriate for you. In this piece, we’re going to dive into the Backdoor Roth IRA conversion.