Staying The Course

Staying The Course June 14, 2023    |    Sage Capone Investing ViewPoints for with Hawaii Investors  Federal Reserve: The Fed decided to hold off on an Interest Rate Hike Bear or Bull Market: U.S. Equities and The Technology Stocks Rally Top 10 Largest Companies: Performance Before and After 10 Years   Federal Reserve Update […]

How to Prepare for a Financial Safety Fund

How to Prepare for a Financial Safety Plan May 2, 2023    |    Sage Capone Most Americans work paycheck to paycheck and never plan for an emergency. Life can throw you many curveballs and it’s important to be prepared. A financial safety fund helps you weather storms whether you incur a job loss or […]

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 […]