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Investments (12)77 Articles
Wed, Feb 23, 2022
In Active vs. Passive, the Economy May Deliver the Knockout Punch
Evidence suggests the performance of active vs. passive managers can be influenced heavily by the economy and the markets. Is your portfolio ready for a market shift?
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?
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.
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?
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.
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!
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.