Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
The holidays are traditionally times of joy and anticipation. But are you feeling a little out of step this season? Read on to explore how refocusing on gratitude and generosity might help create positive momentum toward a more joyful holiday season.
Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Not every investment theme plays out the same way. Michael, shares why a mix of companies and strategies may help manage concentration risk.
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
Rather than celebrating the past, commencement looks optimistically into the future and asks, “What’s next?” Read Kent’s reflections on retirement, new beginnings, and preparing for the next chapter.
No one can reliably predict the market. Ben Berger, explains how diversification and a long-term perspective may help investors stay focused when outcomes are uncertain.
Portfolio success isn’t always about beating the market. Zach Dalluge, explains how understanding your required rate of return could reshape how you think about investing and portfolio risk.
