Why Invest in an Index and What Is It Exactly?

Why Invest in an Index and What Is It Exactly?

11/5/2021

Does it seem like investment advisors are speaking a foreign language the moment they mention the word 'index'? What does that word actually mean, and why is an index so important for investors?


Stories of the Companies We Invest In: WALT DISNEY COMPANY

Stories of the Companies We Invest In: WALT DISNEY COMPANY

10/15/2021

What do investments have in common with fairy tales?

Within our clients' portfolio, we invest in the S&P 500 index, which comprises 500 of the largest American companies. They are among the biggest and best companies in the world. One of them is Walt Disney Company.

The Walt Disney Company is a leading international family entertainment and media company. It operates in 5 segments: media networks, amusement parks and resorts, studios, consumer products, and interactive media.


Socially Responsible Investing - Fashion Trend or an Interesting Opportunity?

Socially Responsible Investing - Fashion Trend or an Interesting Opportunity?

2/25/2021

"I don't want my investments to go into companies that sell weapons or devastate the environment..." "It's not just about profit for me. I want to invest in companies that care about sustainability, reduce their carbon footprint, and trade fairly." These are statements I increasingly hear from clients. Fortunately... But what about socially responsible investing (SRI)? Is it just a passing trend and a compromise between returns and 'doing good'?


Why did stocks rise in 2020 despite a lot of negative news?

Why did stocks rise in 2020 despite a lot of negative news?

1/15/2021

Last year, clients awaited their statements with great trepidation. One client even told me, "I only want to hear good news, if you don't have it, I'll see you when it's over..." :-D I assured her that there really was nothing to worry about.


Could I lose everything?

Could I lose everything?

1/3/2021

This is the question of many people who are new to investing. The reason for asking is the fact that most people still confuse investing with speculation. When we think of investing, we often think of the stressful work of Wall Street traders who buy and sell stocks every minute in order to maximize profit by buying cheap and selling expensive. However, investing is much less action and drama. Speculation, on the other hand, is more like a game of chance. Either I win or I lose. Statistically, you have a slightly higher probability of winning than in Sportka, but not by that much.



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