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?
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?
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.
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.
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?
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
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.