Recession Watch and The Federal Reserve

Recession Watch and The Federal Reserve November 17, 2022    |    Sage Capone Investing Viewpoints The Federal Reserve has Full Employment but they’re trying to Solve Inflation Strong Labor Market has allowed Federal Reserve to be Hawkish Staying Invested through the Ups and Downs of the Market is Key Market Perspective The stock market […]

Dividend Stocks, Inflation and Federal Reserve

Dividend Stocks, Inflation and Federal Reserve Investing Viewpoints Remember to Zoom Out and Focus on The Financial Plan for The Long Run Stocks with Increased Dividends Tend to Outperform the Overall Market1 Federal Reserve is Committed to Returning Inflation to 2% Objective Market Perspective The headlines are impossible to ignore, and they make you second […]

Timeless Investing Lessons

Timeless Investing Lessons As a Hawaii Financial Advisor, I am always looking for ways to learn by reading and listening to investment books from some of the greatest investors. To understand some of their lessons I’m going to share a few of my favorite quotes that make you understand their philosophy. Warren Buffet: “Be greedy […]

Always Think Long-Term

Average Returns After Fed Rate Hike of 0.50%

Always Think Long-Term The Value of Patience In Investing May 19, 2022    |    Sage Capone As we reevaluate our portfolio performance and see negative returns, remind yourself that you’re investing for the long-term and to participate in our market’s economic growth for the future. As I’ve written in prior articles, market return over […]

April Market Returns

April Market Returns Historically April 1, 2022    |    Sage Capone According to LPL Research, April is historically a very strong month for market returns in the market. Reviewing the chart below shows the trend from 1950-2021 with average returns in the S&P 500. Even with this great research, I remain cautious as we […]

How Rising Interest Rates Will Affect You and Your Investments

How Rising Interest Rates Will Affect You and Your Investments March 29, 2022    |    Sage Capone As we have all seen in the last month, the government is slowly edging up interest rates. What will this mean for you and your savings accounts or investment portfolio? What has been seen in past decades […]

Market Risk From World Events

Figuring Out Your Stock Market Risk During Geopolitical Events How Do Crises Affect Investments? We are monitoring market conditions closely as geopolitical events unfold. It is important to remember that when we build risk-appropriate portfolios, we consider all of market history. By using market history as a guide, it allows us to quantify the expected […]

Market Sentiment Spring 2022

Market Sentiment for Spring 2022 Rate Hikes, Inflation, Russia – How Will They Affect Your Stock Values? February 18, 2022    |    Sage Capone As each day passes, it seems inflation, geopolitical conflict and the Federal Reserve’s next decision captures the headline of every major newspaper that can make investors panic and debate how […]

Value of a Hawaii Financial Advisor

What is the Value of Hiring a Hawaii Financial Advisor? Getting More From a Local Financial Planner January 28, 2022    |    Sage Capone The Value of Financial Planning, Wealth Management, Estate Planning and Tax Planning is inherently different and unique to the strategy for each individual family. Why? Because the planning and services […]

1st Quarter 2022 Market Outlook

Sage Financial Investments in Honolulu, HI

1st Quarter 2022 Market Outlook What Hawaii Investors Should Know January 4, 2022    |    Sage Capone Key Points for Hawaii Investors’ Retirement Planning Happy New Year! As we begin the year, I would like to share with you the Market Outlook. Key Points 2022 is a year of transition from recovery boom back […]