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First Coast Wealth Advisors
(904) 824-4349

Archive for the ‘Investing Strategies’ Category

April 4th, 2018

Market Volatility is Back, and That’s Okay


  While 2017 was essentially a slumber party with markets marching strictly forward, the first quarter of 2018 has been more like a pillow fight. Daily 300-point swings in the…
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December 29th, 2017

Happy Anniversary? So Far So Good – FCWA Year End Commentary


The fourth quarter of 2017 came and went without so much as a nod to its importance. In fact, most readers probably don’t even recognize its significance. Allow us to take…
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April 7th, 2016

First Coast Financial Beacon April 2016

The stock market is a device for transferring money from the impatient to the patient.                                                                                                 -Warren Buffet 2016 First Quarter Commentary After starting off the year with its worst…
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March 3rd, 2016

Financial Beacon March 2016 – Keep Calm and Carry On

  March Commentary – Keep Calm and Carry On The first two months of 2016 have looked a lot like the last few months of 2015, with markets fluctuating around…
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November 3rd, 2015

An Ode to Yogi Berra


“It’s tough to make predictions, especially about the future.” – The late great Yogi Berra The world lost a great philosopher in September. Legendary Yankee Yogi Berra passed away at the…
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July 7th, 2015

5 Rules for Today’s Investors

  Stocks are up modestly this year, and they remain near all-time highs. It has been more than three years since the S&P 500 has declined 10% or more from…
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June 10th, 2015

How Investing Habits Differ Between Men and Women

  For years, financial institutions and academics have studied the respective investing habits of men and women. In general, these studies suggest that men invest with more confidence and women…
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June 2nd, 2015

In Retirement, Conventional Wisdom Can Bankrupt You

  When we were all kids, we were told to wear hats in the winter, because you lose most of your body heat through your head. It turns out that’s…
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June 1st, 2015

The "Downside" of Diversification

  I recently had the pleasure of spending the weekend with my wife and daughter at Disney’s Epcot theme park. Coincidentally, it was the same weekend that Disney premiered its…
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May 26th, 2015

Traditional IRA vs Roth IRA: What’s the Difference?

  There’s no denying that saving for retirement can be a confusing and daunting process. And things can get even trickier when it comes time to select a retirement account….
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