portfolio

What are Dividend Aristocrat stocks?

2023-05-11T14:59:09-04:00August 25th, 2022|Blog, Investments|

What are Dividend Aristocrat stocks? By: Stacey Nickens Income-oriented investors often look for stocks with strong dividend yields and consistent dividend payments. Investing in a stock with those attributes can allow you to maintain a fairly consistent income stream in your investment portfolio, regardless of broader market volatility. In looking for income-paying stocks, you [...]

Elm3’s Guide to Exchange-Traded Funds (ETFs)

2023-05-11T14:59:37-04:00July 28th, 2022|Blog, Investments|

Elm3's Guide to Exchange-Traded Funds (ETFs) By: Stacey Nickens As investors, we are always inundated with reminders to diversify our portfolios. Diversification involves adding lots of companies to your portfolio, such that your portfolio is exposed to a variety of company sizes, company styles, and sectors. Diversifying your portfolio helps create stability. If one [...]

Rebalancing Your Portfolio Without Triggering a Tax Bill

2023-05-11T15:18:45-04:00November 29th, 2021|Blog, Investments, Taxes|

Rebalancing Your Portfolio Without Triggering a Tax Bill By: Stacey Nickens Many investors have seen strong gains in their stock portfolio during 2021. As of close on November 26, the S&P 500 was up 22.3%. An investor who desires certain percentage of their funds to be in stocks may accordingly find that their stock [...]

3 Investment Opportunities to Hedge Against Inflation

2023-05-11T15:26:59-04:00July 19th, 2021|Blog, Inflation, Investments|

3 Investment Opportunities to Hedge Against Inflation By: Stacey Nickens Inflation has risen rapidly during the past year. The Fed is raising interest rates to help combat inflation. However, even if inflation levels out, investors could still take some measures to protect their long-term purchasing power. Investors could increase their exposure to Treasury Inflation-Protected [...]

Investing During Periods of Inflation

2023-05-11T15:31:19-04:00May 17th, 2021|Blog, Inflation, Investments|

Investing During Periods of Inflation By: Stacey Nickens I logged onto my computer this morning, and the first headline to pop up read, "Is inflation set to soar this summer?" Investors have become increasingly concerned that inflation is on the rise, and these worries have been exacerbated by the Fed's changing policies around inflation. [...]

Positions I’m Watching: Industrial REITs

2020-11-16T16:51:15-05:00November 16th, 2020|Blog|

Positions I'm Watching: Industrial REITs  By: Stacey Nickens Last week, Pfizer announced that their vaccine was 90% effective when tested on a small group of individuals. This news pushed the market away from growth equities towards value stocks. The move came as investors began to have hope that the pandemic's hardest-hit industries, such as airlines [...]

3 Investment Strategies for the 2020 Presidential Election

2020-10-26T15:25:08-04:00October 26th, 2020|Blog|

3 Investment Strategies for the 2020 Presidential Election By: Stacey Nickens This past weekend, I curled up with a warm drink and enjoyed completing an autumn-themed puzzle. Of course, when I got to the end, I was missing just one piece. That's just my luck! I was frustrated at first; however, I realized I was [...]

Positions I’m Watching: Petmed Express (PETS)

2020-10-14T16:17:01-04:00October 14th, 2020|Blog|

Positions I'm Watching: Petmed Express (PETS) By: Stacey Nickens October is National Adopt a Shelter Dog Month. In honor of that, ELM3 decided to sponsor a local shelter pup, Roxbury. Along those lines, you may also consider reviewing positions in the company, Petmed Express (PETS). PETS sells pet medications and supplies to consumers and offers [...]

Positions I’m Watching: Summit Materials (SUM)

2020-10-14T16:14:46-04:00October 14th, 2020|Blog|

Positions I'm Watching: Summit Materials (SUM) By: Stacey Nickens We are heading into third quarter earnings season, and analysts expect a steep decline in many company's earnings. FactSet predicts the S&P 500 will report a 20.5% decline in earnings; however, this is a smaller decline than was initially predicted. The earnings improvement is due to [...]

Understanding the Fed’s New Inflation Goals

2023-01-31T15:16:49-05:00August 31st, 2020|Blog, Inflation|

Understanding the Fed's New Inflation Goals By: Stacey Nickens In August, the Federal Reserve announced that they may allow inflation to rise slightly above its 2% target to compensate for years with depressed inflation rates. This move is a shift from the Fed's inflation targeting practices, where the Fed would reduce stimulus or increase interest [...]