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    Investing (15)94 Articles

    The market explained in two charts

    Wed, Feb 9, 2022

    The Market Explained in Two Charts

    Two themes helped drive the U.S. market higher in 2021. And those same factors seem to be part of the reason for its decline. What does it mean for your portfolio?

    Annuities Explained

    Wed, Feb 2, 2022

    Annuities Explained

    Annuities are insurance contracts that buyers pay into today to receive a benefit in the future. But how much will you get, and when? It all depends.

    Quality vs. Growth: Is One Better For Your Long-Term Wealth?

    Wed, Jan 26, 2022

    Quality vs. Growth: Is One Better For Your Long-Term Wealth?

    Stock selection is a key component of investing. And as investors found out in 2022, certain characteristics perform well in specific environments. For instance, last year's economic decline and market uncertainty played well for value stocks. But over the long term, historically, growth and quality stocks tended to perform well. So how do investors know which is the best to achieve their goals going forward?
    Asset Allocation Models and the Foolish Approach

    Wed, Jan 12, 2022

    Asset Allocation Models and the "Foolish" Approach

    There’s no fool-proof way to protect invested assets fully, but there are ways to better insulate against market drawdowns. Employing the “right” asset allocation is one of the most powerful.
    Separately Managed Accounts: Designed Just for You

    Wed, Dec 15, 2021

    Separately Managed Accounts: Designed Just for You

    Do you desire a portfolio designed for your unique goals and objectives? Unfortunately, if you’re invested in a mutual fund or ETF, you’re just one in a million!
    The Surprising Key to Potentially Reducing 80% of Portfolio Risk

    Wed, Oct 27, 2021

    The Surprising Key to Potentially Reducing 80% of Portfolio Risk

    How many stocks do you need to reduce your portfolio risk? The number may surprise you. But that’s not the only key to strong diversification.

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