Nancy Doyle

10 Posts Back Home

Importance of Maintaining a Sell Discipline

When you make an investment, you rely on an investment thesis. The investment thesis is based on company fundamental attributes and valuation. Why is a particular stock attractive? Is there a catalyst that will improve earnings? Will the company benefit from a changing competitive landscape? Are there operational or regulatory risks on the horizon? Is the valuation attractive? Being disciplined and considering both fundamentals and valuation are essential when investing in stocks. Being undisciplined and only focusing on fundamentals or on valuation could have negative consequences. For some “hot” sectors, exuberance and a “fear of missing out” can elevate valuations across the board beyond reasonable levels. At the same time, there is a difference between buying a stock that is misunderstood or out of favor and buying a stock that is declining in value for a valid reason. Changing Fundamentals A change in fundamentals will have an impact on your…

What is Your Time Horizon?

What Is Your Time Horizon? Different goals have different time horizons. Some are short term—such as establishing an emergency fund—and some are long term, like retirement. Tackling all your savings goals at once is unrealistic, so you should prioritize. The most immediate savings goal is your emergency fund. Experts recommend that you have an emergency fund sufficient to cover six months living expenses. Assets in the emergency fund should be very liquid such as cash in a savings account or in a money market fund. You may need a bigger emergency fund in some circumstances: If you may face hurdles when looking for a new job, such as geographic restrictions or the need for flexibility in terms of travel or work hours. If you have health issues or a dependent with special needs. If you dip into your emergency fund, replenish it as soon as possible. Saving enough for retirement…

Nancy Doyle is featured in GOBankingRates.com

Most Americans are financially unprepared for an emergency. Whatever the type, emergencies can have a profound impact on your finances. There are steps you can take to prepare for the unexpected—whatever that may be. Cameron Huddleston “7 Emergencies That Could Bankrupt You — And How to Plan” www.gobankingrates.com 7 Emergencies That Could Bankrupt You — And How to Plan

Guest on Chuck Jaffe’s MoneyLife

Nancy Doyle was a guest on Chuck Jaffe’s MoneyLife Managing your financial life can seem intimidating. Many women don’t know how or where to start. Nancy Doyle was a guest today on Chuck Jaffe’s MoneyLife. She discussed why women need to be actively involved in managing their financial lives and how they can overcome their anxiety about money and investing.

Navigate