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    Periodic Underperformance is Common…and Expected

    Mon, Jan 23, 2023

    Periodic Underperformance is Common…and Expected

    Being good at what you do doesn’t mean you win all the time. Even the greatest quarterback of all time, Tom Brady, loses games! But having a bad game, or underperforming your peers, shouldn’t stop you from achieving your goals.

    How Much Risk Can or Should You Take With Your Investments

    Wed, Jan 18, 2023

    How Much Risk Can or Should You Take With Your Investments?

    Do you know the difference between risk tolerance, capacity, and propensity and how they work together to create your appropriate portfolio?

    Should You Have Bonds in Your Investment Portfolio?

    Wed, Jan 11, 2023

    Should You Have Bonds in Your Investment Portfolio?

    If almost 90% of investment returns come from asset allocation, then the decision on what asset classes to hold in a portfolio could be critical. Many rules of thumb may prescribe an allocation to bonds, but does that recommendation make sense for all investors? It depends.

    Putting performance in perspective

    Tue, Dec 27, 2022

    Putting Performance in Perspective

    Understanding portfolio performance is not as straightforward as most investors believe. For example, was 2021 a good year? Most would say yes. But despite the broad market’s double-digit performance that year, roughly 92% of its stocks fell by an average of 18% at some point in the year. So what does this underlayer of negative returns tell us about measuring performance?

    Did Last Week’s 5% One-Day Gain Signal We’ve Hit Bottom?

    Wed, Nov 16, 2022

    Did Last Week’s 5% One-Day Gain Signal We’ve Hit Bottom?

    The headlines shouted that the S&P 500 had its biggest one-day gain in over two years. So does that mean we've turned the corner?

    Wondering When You May Recover Your Market Losses?

    Wed, Nov 2, 2022

    Wondering When You May Recover Your Market Losses?

    2022 has been a strange year so far. At the beginning of the year, investors experienced peak returns following the remarkable recovery from the initial pandemic lockdowns. But lethargy rapidly kicked in with the economy and stock market's steady decline. Now investors are wondering when the market will turn again so they can recover their losses.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.