“Wait, I’m Confused!”   

Archive for 'Investing'

“Wait, I’m Confused!”   

    By: Jack K. Riashi, Jr., CFP® It’s crazy to think we experienced the fastest market decline to a full-on bear market back in March, when the U.S. stock market fell 20% in just 22 days and fell 30% in 30 days. But, since March 23, the market has moved in the other direction […]

  By: Stephanie Bloom Although many kids are taking advantage of remote learning, many parents are looking for additional ways to further enrich their children’s education from home. (Or simply looking for a way to keep kids occupied so Mom and Dad can get some work done). It feels obvious for parents to dedicate time […]

    By: Jack K. Riashi, Jr., CFP® The first quarter of 2020, or, the first quarter of a new decade, will go down in history as being one of the worst quarters in market history due to a global health pandemic.  This is not the kind of historic achievement we care to remember. We […]

    By: Stephanie Bloom After spending the last year working with my dad (Ken Bloom) and uncle (Rick Bloom), friends have begun to reach out for financial advice. I am often asked questions like, “am I on track?”, “at this point in my career, how much should I be saving?”, “what sort of benchmarks […]

  By: Jennifer Bloom Kravis I am a millennial and to be totally honest, the label “millennial” often makes me cringe, mostly because we have been given such a bad rap in pop culture and the media. We have been called “Generation Me” for our presumed self-centered tendencies and the “Peter Pan Generation” for our […]

By Ken Bloom, J.D., LLM I recently read a study about the employment growth rate of people 65 and older that that startled me.  Since 2000 the percentage of adults employed in the workforce has steadily declined while the percentage of elderly Americans working has steadily increased. The labor participation rate (the percentage of people […]

What?? Index Investing Has Flaws?

By Jack K. Riashi, Jr., CFP® Index investing has become so popular over the past few years that it has nearly become a household name! It seems you can’t read anything online or in financial print that doesn’t highlight the virtues of index mutual funds as the primary investment vehicle in portfolios. The main thrust […]

   By Jack K. Riashi, Jr. ®, Financial Advisor   By now, investors have probably received their August brokerage statements and have one of two reactions: 1. OMG! This is a disaster and I have to figure out what I should do to prevent further declines. 2. Okay, let me get a grip and realize […]

By Jack K. Riashi, Jr, CFP®, Financial Advisor, Bloom Asset Management If you haven’t heard the news by now, Bill Gross, the long-time portfolio manager and co-founder of PIMCO, announced he left the firm to take a position to manage a new bond fund at Janus Funds on Friday, September 26. While the timing of […]

  By Jack K. Riashi, Jr., CFP® I read an interesting article the other day that was written by one of my peers in the industry, Craig L. Israelsen. Mr. Israelsen was making the point that it is a real challenge for individual investors to stay away from comparing their portfolios to one particular market […]

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