Ask The Investor

Jonathan Lokken, CIMA is managing principal of Lokken Investment Group LLC in Lewes. He has been professionally managing client investments since 1997. For more information, go to www.lokkeninvest.com or call 302-645-6650.

Ask the investor

Six investment themes for 2018

Jonathan Lokken
6 years ago
For investors, 2017 is turning out to be a bountiful year, with stock prices soaring over 20...
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Tax reform - what does it mean for investors?

Jonathan Lokken
7 years ago
The White House has released a framework for tax reform, and although it is far from certain what...
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Hurricanes, economics and markets

Jonathan Lokken
7 years ago
Millions of Americans are grappling with the immediate aftermath of Hurricane Harvey and the...
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Market at all-time high: Danger or opportunity?

Jonathan Lokken
7 years ago
Recently, the Dow Jones reached an all-time high of 22,000. This occasion seems to have produced...
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Are you underspending in retirement?

Jonathan Lokken
7 years ago
Studies consistently show that the top concern for retired investors is running out of money,...
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Advice on building an all-star stock portfolio

Jonathan Lokken
7 years ago
Fewer individual investors these days seem to buy individual stocks, preferring instead to put...
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Top mistakes investors make - Part 2

Jonathan Lokken
7 years ago
Last month I highlighted two of the top mistakes I've seen investors make. This month we continue...
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Top mistakes investors make

Jonathan Lokken
7 years ago
In my 20-plus years as a financial advisor, I have seen plenty of investor mistakes, some of which...
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Alternative facts - dangerous in investing

Jonathan Lokken
7 years ago
Recently, one of President Trump's advisors caused a media storm when she suggested that the White...
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2017 predictions

Jonathan Lokken
7 years ago
For what it's worth... "It ain't what you don't know that gets you in trouble. It's what you...
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Investors’ year-end checklist

Jonathan Lokken
7 years ago
As the holiday season is upon us and 2017 is rapidly approaching, it might be useful to have a...