Is there actually a difference in stock market performance depending on who wins the World Series?

Should you really change your investment plans based on an American League or National League victory? Of course not. But let’s explore anyway.

#worldseries2021 #stockmarketperformance

One of the cornerstones of successful retirement planning is asset allocation. By reviewing and adjusting your asset allocation strategy, as need be, you can help ensure your investment program meets your changing goals and needs.

#RetirementPlanning #AssetAllocation #FinancialPlanningDay

What is the debt ceiling? How many government shut downs have there been since 1976? This quick read has the answers.

Keep in mind, long-term financial success dictates we learn to manage headline-generated waves in the market and recognize which ones truly matter and which are just ripples under our boat. Remember, some ripples even offer potential opportunities.

#FederalDebtCeiling #USGovernment

Investing can be stressful, but it doesn’t have to be. If you have a portfolio that was built for you and use the help of a financial advisor, you shouldn’t be too worried about volatility and financial news.

Here are a few tips to help you invest wisely, and stay sane at the same time.

#investmenttips #marketvolatility #investmentportfolio

Heading into September, market historians are preaching caution because September has statistically been the worst month for the stock market. In fact, going back to 1928, the average September return for the S&P 500 has been a loss of 0.99%.

The second-worst month is May and it has provided investors with an average loss of 0.11% since 1928. So, time to sell, right? Not so fast.

#stockmarket #investors #S&P500

Successful investing and overall fitness both often come down to discipline (and planning). Why aren’t you reaping the investment returns you read about in the financial press? Why aren’t you reaping the benefits of going to the gym? One obvious answer that you might not want to think about is this: your emotions get in the way. That’s what advisors (and personal trainers) are for – to help you stay the course and make rational decisions.

#investments #stockmarket #recencybias

Everyone wants the best asset allocation, with the perfect lineup of stocks and bonds, the right collection of investment styles, the best balance between risk and caution. However, the intricacies of putting such a portfolio together require a great deal of understanding, research, and industry knowledge.

Reach out to our advisors today to better understand the NMII approach to your asset allocation.

#assetallocation #investmentmanagement

So, How are Your Investments Doing?

One way to answer this question is to evaluate your investments objectively using industry-standard performance benchmarks. A benchmark is a market index or average that allows you to compare the performance of your stocks, bonds, or mutual funds against similar investments.

#investmentmanagement #performancebenchmarks

Making investment decisions based on fear or fluctuating market activity can keep you from meeting your goals. Here's how to keep emotions out of the equation and stick to the plan.

#investmentmanagement #financialplanning

Despite continued low mortgage rates and tales of bidding wars, multiple offers and all-cash closings above asking-price, would-be-home-purchasers should be cautious about putting too much money into real estate. Owning your own home – or owning several homes – has long been the American dream.

Your home may be your castle, and even your biggest asset, but is it a good investment?

#investmentmanagement #omahanebraska #housingmarket

How does a wise investor avoid falling prey to FOMO? That’s easy, just remember the adage: “If it sounds too good to be true, then it probably is.” As an investor, you will want to read this quick article on the fear of missing out and how it can derail your portfolio.

Don’t let yourself be influenced by the anxiety of FOMO, rather find yourself a financial advisor you can trust to help you.

#FOMO #Cryptocurrency #Investing #DiversifiedPortfolio

As follow up to an article we shared two weeks ago, here is Part II of Biden Policies to Impact Stock Markets. This second part focuses on The American Rescue Plan Act and what it might mean for investors. Stay tuned for Parts III and IV which will cover The American Jobs Plan (proposed) and The American Family Plan (proposed).

Check out our LinkedIn profile for Part I or see the link within this post on our website.

#bidenadministration #americanrescueplanact #stockmarket

Tomorrow is Nationwide Celebration of 529 Day.

This article provides a brief overview of the benefits of a 529 college savings plan.

If you want to get started on contributing to a 529 college savings plan, or if you have questions about an existing one, our financial advisors can help you.

#collegeplanning #investmentmanagement #529collegesavingsplan

Find out what the Oracle of Omaha, Warren Buffett has to say about Cryptocurrencies.

If you are curious how Cryptocurrencies fit into investment management, speak to a financial advisor who can help you expertly diversify your investments.

#cryptocurrencies #investmentmanagement #bitcoin

Looking for an impartial review of the Biden Administration’s proposed policies and how they may impact the stock markets? Look no further, this article examines the topic through numbers.

#stockmarket #investing #presidentbiden

With hurricane season comes concerns of making an emergency plan. As a start, there is the rule of thumb to save 3-6 months of household expenses.

But when you face risk which of these four courses of action would you take?

#riskmanagement #emergencyplan #weatherthestorm

According to the Forum for Sustainable and Responsible Investment, one out of every four dollars under professional management in the United States is involved in ESG.

If your approach to investing is centered around Socially Conscious Investing, an advisor can help you make an informed decision.

#sociallyconscious #investing #environmentalsocialgovernance #esg

From stocks to bonds to mutual funds, industry-standard benchmarks vary. However, a better understanding of these well-known and widely used investment benchmarks can help you determine when a change may be necessary.

Have questions? Our advisors are happy to discuss what these performance benchmarks mean for you and your investment strategy.

#investments #financialplanning #learningeveryday

Have you recently started a new job? Congratulations from all of us here at NMII!

These four tips when starting a new job and a new 401(k) can help you stay on track to reach your goals. No matter your age, saving for retirement is important, but understanding the specifics of transferring to a new 401(k) plan can feel overwhelming and confusing.

Don’t stress, reach out to us today. We are happy to discuss your options for smart investing strategies of your old 401(k).

#congratulations #401k #financialplanning

Money and emotion are difficult, if not impossible, to separate at times. These four tips may help you find some of that needed separation.

If you find yourself left with questions or concerns, our advisors are here to help you get clear answers to invest well for your future success.

#omahafinance #financialadvisortips