I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
2022 was one of those years many would like to forget – but before we put it completely in the rear-view mirror, what are the lessons that we can take forward to help us in 2023?
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
As we head into 2023, the question we get most often is, "What's next for markets and what can we expect in our portfolios?" This week, Kent Kramer and Ryne Oller try to answer just that.
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
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