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    Investments (6)74 Articles

    Could Quality and Growth Investing Lead to Faster Loss Recovery?

    Wed, Feb 15, 2023

    Could Quality and Growth Investing Lead to Faster Loss Recovery?

    Historical patterns may shed light on the way growth and quality stocks tend to recover losses. Let’s take a look at which investing styles tend to lead the way out of a falling market—and how quickly.

    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.

    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.