One of the most fundamental principles of investing is portfolio diversification. It is a proven approach to effectively manage risk in your portfolio while still maintaining opportunity for desirable returns. Yet, despite its importance, many portfolios may be too...
Recent market declines in major indices have left investors searching for direction amid mixed economic signals.1 With rising inflation, decreased consumer confidence, government sector job losses, and heightened policy uncertainty, many are questioning the...
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise that trade policy has emerged as particularly significant for markets. President Trump has launched various...
Markets demonstrated resilience in January despite significant policy shifts and technological developments. The first month of 2025 saw President Trump’s return to office, groundbreaking AI developments from China, and the Federal Reserve maintaining its...
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? (3) What percentage of your...
One of my favorite songs from 1980’s band, Journey, seems to best capture this year for investors: “Don’t stop believin’, hold on to that feelin’.” 2024 has been a year of major market, economic, and political concerns for many investors. Worries...