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Guidance for your pursuit of financial freedom

    Investments (7)77 Articles

    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.

    Do Elections Matter to Your Portfolio? 3 Reasons We Don't Think You Should Worry

    Fri, Oct 7, 2022

    Do Elections Matter to Your Portfolio? 3 Reasons We Don't Think You Should Worry

    Are you worried about how the upcoming midterm election will impact your investment portfolio? Here’s why we’re not concerned.

    Are the latest investment trends changing the rules of investing?

    Fri, Oct 7, 2022

    Are the Latest Investment Trends Changing the Rules of Investing?

    Meme stocks. Non-fungible tokens (NFTs). Robinhood. It seems that there's a new way to invest or asset to buy wherever we turn. So are the rules of investing changing?

    How Do Geopolitical Risks Impact Your Investments

    Wed, Sep 28, 2022

    How Do Geopolitical Risks Impact Your Investments?

    It should go without saying that investing involves risk. And when investing in U.S. multinational or non-U.S. companies, there’s the added element of geopolitical risk. So how can investors determine if the benefits outweigh the risks?

    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.