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Guidance for your pursuit of financial freedom

    Investments (4)77 Articles

    Autumn leaves frame the front of the Treasury Building.

    Tue, Dec 26, 2023

    How Has the Stock Market Performed During Recessions? You Might Be Surprised

    You might be surprised to learn that there’s no clear pattern of whether stocks go up or down in recessions, even though the headlines tell you otherwise. But there IS one virtual certainty. Read on to discover this surprising insight – and what it means to investors like you.

    Baking ingredients

    Tue, Aug 15, 2023

    What Does Performance Attribution Tell You About Your Portfolio?

    How do you know what's working in your portfolio? Performance isn't just about the total returns. You need attribution analysis to sniff out which ingredients mattered.

    A Cure for Bad Investment Timing

    Wed, Aug 2, 2023

    A Cure for Bad Investment Timing

    Bad timing is a costly predicament. If your fight or flight response to the market downturn last year made you pull back your investments, you’re probably wondering when you should re-enter the market. Here are three reasons why the answer is NOW.

    3 Strategies to Avoid Emotional Investing

    Wed, Jul 19, 2023

    3 Strategies to Avoid Emotional Investing

    Investors should be wary of emotional highs and lows. Here are 3 ways to avoid short-sighted reactions that might harm your portfolio in the long run.

    How Safe is My Money? 3 Questions to Ask Your Advisor

    Wed, Jun 21, 2023

    How Safe is My Money? 3 Questions to Ask Your Advisor

    Being skeptical isn’t necessarily a bad thing. Because when it comes to preserving your money, there’s no alternative to trust and responsibility! Before you hand over an account to a Wealth Advisor, find out how they’ll work to keep your money safe.

    Value? Growth? How About Quality

    Tue, Jun 20, 2023

    Value? Growth? How About Quality

    Many of the stocks that worked well one year may not be as strong now. Why is that, and what should you do? 

    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.