2 Reasons the Generic 60/40 Portfolio Fails

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety [...]

2023-01-23T15:05:08+00:00December 19th, 2022|Investing, Stock Market|

Can You Turn Investment Losses Into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market [...]

2022-11-07T20:43:56+00:00November 7th, 2022|Investing, Stock Market, Taxes & Tax Planning|

Rediscovering the Value of Yields in Recessions

For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they made their meteoric rise, your overall wealth [...]

2022-10-24T06:14:52+00:00October 24th, 2022|Investing, Financial Planning, Stock Market|

5 Unique Risks for the Affluent Investor

You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply [...]

2022-10-10T14:37:16+00:00October 10th, 2022|Investing, Stock Market|

A Financial Advisor Can Prepare You for A Wintery Market

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be [...]

2022-09-26T15:22:31+00:00September 26th, 2022|Financial Planning, Stock Market|

What Volatility Truly Means

Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a [...]

2022-09-19T14:25:59+00:00September 19th, 2022|Stock Market, Investing|

Inflation Presents Unique Risks – Know How You’ll Respond

If your weekly grocery bill is noticeably higher or you can’t believe how expensive gas is, you’re not alone. Inflation is at 40-year highs,[1] and a recent poll found that 52% of Americans said the most important issue facing the country is inflation.[2] It’s significant that so many Americans recognized inflation as a major threat [...]

2022-06-13T05:54:39+00:00June 13th, 2022|Economy, Federal Reserve, Financial Planning, Stock Market|

Why We Could See More Inflation and Market Volatility

As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of Ukraine, including spiking energy prices, inflation, and a volatile market. Know how you could be affected and what strategies you [...]

2022-03-21T15:37:42+00:00March 21st, 2022|Economy, Stock Market|

The Russia-Ukraine Conflict and Your Finances

Russia’s invasion of Ukraine could have major economic consequences around the world, including here in America.  After a tumultuous two years during the pandemic, the global economy faces new threats as a result of this conflict – spiking energy prices and inflation, supply chain disruptions, and market volatility. Our team of financial professionals constructs financial [...]

2022-03-01T08:57:47+00:00March 1st, 2022|Economy, Investing, Stock Market|
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