Blog
Is the traditional 60/40 portfolio still effective? Explore how asset allocation strategies are evolving with market volatility, inflation risks, and the need for effective diversification.
6/21/2024
Blog
In this video, Wealth Enhancement investment specialists share economic highlights, market updates, and more.
5/20/2024
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We think the Federal Reserve will have a tougher time answering that rhetorical question in our headline than Hamlet did trying to answer his.
4/11/2024
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For most of the first half of the year, mega capitalization tech stocks pulled the overall averages much higher than most equities. This reflects the market weighted impact of these mega capitalization equities.
4/11/2024
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The third quarter of the year lived up to its historic reputation of being a difficult three-month period. The S&P 500 declined 3.2% in the quarter and 4.9% on an equal-weighted basis.
4/11/2024
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On average, the market1 is positive three out of every four years. There has also never been a 20-year rolling period in which the stock market has produced a negative return.
4/4/2024
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A mere 12 months ago, the outlook for the stock market seemed bleak. Inflation was soaring, consumer defaults were on the rise, and prominent business leaders were sounding alarms about an impending recession.
1/30/2024
Blog
Explore how AI is revolutionizing investment management—from risk modeling to portfolio optimization. Learn how Swarm AI and predictive tools empower financial advisors and investors to make smarter, more confident decisions.
2/26/2023
Blog
Discover the types of bear markets, why recent volatility may not be as alarming as headlines suggest, and reasons for long-term investor optimism.
6/14/2022
Blog
Market dips open smart strategies: Talk to your advisor about Roth conversions, rebalancing, tax moves, and timely contributions to stay on course.
5/3/2022