All Blogs

Hear from our team of highly skilled industry veterans about current market news and trends.

  • Timing the market, Required Minimum Distributions & other news

    As Summer winds to a close and the S&P 500, Dow Jones Industrial, and Nasdaq are all makings new highs, it is more likely than ever for the human psyche to fall victim to the fool's errand of trying to time the market. With lots of experts on TV attempting to forecast the future of the markets, it is a good time to read Warren Buffet's quote, "We have long felt that the only value of stock fo...

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  • Baby on board! Financial advice for new parents

    Becoming a parent for the first time is one of the most exhilarating and joyful, yet equally terrifying, moments in any person’s life. In an instant, you gain a whole new perspective and set of responsibilities, especially in the area of finances. But with careful consideration and preparation, you can set your new family up for success. Here are a few financial planning suggestions for new p...

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  • Inheriting an IRA: What you need to know

    Transferring wealth when a family member passes away can prove to be a complex and confusing process. Inheriting a retirement account is not as simple as depositing the money into your bank account — there are stringent guidelines to follow, tax ramifications to keep in mind and long-term benefits and disadvantages to consider. IRS requirements and policies continually change, so make sure you <...

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  • Evaluating current market volatility

    Joel G. Oldham

    The market has experienced renewed volatility over the past few weeks. Trade wars, interest rates, and privacy have dominated the headlines. When the Trump administration announced over $50 billion in tariffs on imports made in China, the DJIA(Dow) dropped more than 1,100 points. Only to be followed by the Dow rising almost 3% when the Chinese said they were open to improving access to their marke...

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  • Playing the long game

    Joel G. Oldham

    Recent market activity, like the abrupt decline we saw in February, has many people understandably unsettled about their financial future. If you’re a long-term investor, however, these minute-by-minute fluctuations should serve as an important reminder of your big picture strategy. Gains for long-term investors are won not on daily market oscillations, but rather from growth experienced over ma...

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  • Market volatility & changes from the new tax bill

    D. Ryan Thompson CPA

    This year, there has been one constant in the market... volatility. 2017 was one of the least volatile years in the last century, with only 4 trading days having more than a 1.5% downward move. We do not expect the recent extreme volatility, 1,000 point moves up and down, to persist, but relative to 2017, we anticipate that volatility will remain a fairly consistent part of the movements in the ma...

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  • Four Questions to Ask During Your Annual Financial Review

    John Leeming CFP®

    Whether you’re gearing up for retirement or just starting your career, regular financial checkups are critical to ensure your monetary well-being. With the rush of the holidays now behind us and before 2018 is in full swing, January is the perfect time to meet with your financial advisor, evaluate your personal finance objectives and adjust your investment strategy as necessary. Here are a fe...

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  • Keeping Your Cool in Hot Markets

    Joel G. Oldham

    As market valuations continue to climb upward, investors can develop a fear of heights, nervously anticipating a major correction — or worse. While many of our own clients have expressed concern about the high market, long-term investors — rather than speculators— are among those who should feel the most secure. That’s because they are invested in companies with a proven record of double-d...

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  • J.L. Bainbridge is presenting sponsor for 5th annual Men, Whiskey, Watches and Wheels

    J.L. Bainbridge & Company, Inc. is supporting the Child Protection Center as the presenting sponsor for the 5th annual Men, Whiskey, Watches & Wheels. Event proceeds will support the CPC’s mission in the prevention, intervention, and treatment of child abuse. “We all have a responsibility to do anything we can to support children in our community who need our help,” sai...

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  • Rethinking retirement risk

    Jerry Bainbridge

    Conventional wisdom encourages investors to decrease the amount of stocks in their portfolio as they near retirement. But what happens when the “bonds are better” axiom no longer rings true? In our low interest rate environment, the yields of bonds and other fixed income investments like Treasuries and CDs have plummeted. With the purchasing power of bonds considerably eroded, retirees relyin...

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  • Sept. 18 Hurricane Irma update from J.L. Bainbridge

    Joel G. Oldham

    Update: 9-18-17 We're pleased to report that power has been restored in our office and our server is up-and-running. We can once again access our J.L. Bainbridge & Company, Inc. emails and our services are fully functional. Thank you for your patience! Our thoughts are with those who are still recovering in the wake of Hurricane Irma.    


    Update:...

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  • Should you delay your social security benefits?

    Jerry Bainbridge

    Deciding whether to delay your Social Security benefits is a critical choice — and one that can have potentially significant financial payoffs. Take your benefits at your full retirement age and you’ll get 100 percent; wait a year and you'll get 108 percent; delay even further until you’re 70 and receive 132 percent. However, choosing to postpone is a very personal decision and there are man...

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  • J.L. Bainbridge hires Sarasota native into vice president role

    Jerry Bainbridge

    J.L. Bainbridge & Company, Inc. recently hired D. Ryan Thompson, CPA, as vice president. Thompson, a third generation Sarasota native, will be responsible for prospective client identification and portfolio management. He will also provide expert tax advice and participate in the identification and review of companies and instruments considered for investment. Thompson comes to J.L. Bainbri...

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  • The rise of robo-advisors and what it means for the future of wealth management

    John Leeming CFP®

    Technology has shifted the approach of nearly every industry over the past decade, and the field of wealth management certainly hasn’t been immune to its influence. The use of automated investing has surged, with robo-advisors now managing more than $50 billion in assets. However, many financial experts are questioning the effectiveness of this approach for investors with more personalized, long...

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  • J.L. Bainbridge launches brand refresh

    Jerry Bainbridge

    Welcome to our new website! You may have noticed that J.L. Bainbridge has an updated look and feel, which includes a refreshed digital and print presence. We believe the rebranding encapsulates our legacy, unique promise and continued growth. You’ll see these brand updates reflected in our advertising, stationary and other materials. You may also recognize some of the elements of the archite...

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  • How to pick the right investment advisor for you

    Jerry Bainbridge

    Whether you’re building up a retirement nest egg, saving for your child’s education or exploring a new investment strategy, selecting an investment advisor to assist you with your financial goals can be intimidating. In a market saturated with choices, it’s important to take a thoughtful, informed approach when you pick the investment advisory firm to help you secure your future. Here are a ...

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