Author Archives: Robert Cavallaro

Is Now a Good Time for 20-Somethings to Get into the Market?

One of the seven deadly sins of investing is something called market timing. It comes in several flavors. The first is where investors put off putting money to work in a falling market in hopes of getting better prices later. … Read More

What the Coronavirus Reminds Us about Emergency Funds

I started my career trading foreign currency options on the floor of the Philadelphia Stock Exchange. A trader approached me on the trading floor and let loose with the following: “A stock is just a bundle of information masquerading as … Read More

‘Tis the season for charitable giving. How to invest with your heart this Giving Tuesday.

The Tuesday after Thanksgiving has widely become known as “Giving Tuesday.” It serves as an international day of charitable giving to kick off the holiday season. This year, it falls on December 3rd, less than a couple weeks away. As … Read More


Why Automatic Rebalancing Matters

Portfolio rebalancing is an essential part of investment management. Over time, because of the randomness inherent in security returns, portfolios drift away from their desired asset allocation. When this happens, there are a few results: none of them good. For … Read More