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Blog
For the period November 1 to November 30, 2023.
Executive Summary
U.S. equity markets bounced back with historically strong returns in November as yields on longer-dated Treasuries declined. If inflation has been tamed and rate hikes are in the rearview mirror, a recession may be averted—but the era of interest rates anchored near zero may also be behind us.
Blog
For decades, investors have been told that investing in a portfolio of 60% stocks and 40% bonds is a tried-and-true method to diversify and optimize returns. This strategy assumes that most of the returns will come from your equity exposure while fixed income will provide the needed ballast to offset losses in down years for the market. Modern portfolio theory supports this methodology, and since 1945, it has yielded an average return of close to 10%.
Blog
Vacation homes can be a great place to unwind, enjoy leisure time, and create lasting family memories. They can even serve as a secondary source of income if you rent them out when not in use. But after adding up all these considerations, are they really a good investment?
Blog
When it comes to investing, you have a lot of options. Whether you’re investing in specific companies, funds, or a combination of both, you have myriad choices for investing in securities. It’s no wonder that building out your portfolio can be daunting. There’s a lot to think about, but one consideration that’s growing in popularity is ethics.
Blog
“You have to spend money to make money.”
Yes, this statement has become a bit of a cliché, but it’s also accurate when it comes to investing fees.
Unfortunately, one of the biggest issues with these fees is that there can often be a lack of transparency when it comes to how much you’re being charged. It’s critical for investors to understand what they’re getting from these surcharges. Here are two key questions you should ask.
Blog
Chasing top investment returns can backfire. Learn 5 reasons why focusing solely on performance may hurt your long-term financial goals—and what to do instead.
Blog
Setting investing goals is smart—but common mistakes can derail your progress. Learn 5 pitfalls to avoid so you can stay focused, balanced, and on track toward your financial future.