Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 20, 2023 · 2 min
“Know what you own, and know why you own it.” — Peter Lynch
Lynch emphasizes the importance of understanding the companies or assets you invest in and having a clear rationale for owning them.
Jul 20, 2023 · 2 min
Visualizing 90 Years of Stock and Bond Portfolio Performance¬
Last year, stock and bond returns tumbled after the Federal Reserve hiked interest rates at the fastest speed in 40 years. It was the first time in decades that both asset classes posted negative annual investment returns in tandem.
Jul 20, 2023 · 3 min
Empowering girls to become financially confident enables them to make well-informed and responsible financial choices.
Start Early and Lead by Example: Teach your daughters about money from a young age.
Jul 20, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 19, 2023 · 2 min
Transparency is a critical aspect of the relationship between financial advisors and their clients.
Building Trust: Transparency fosters trust between our financial advisors and the client.
Jul 19, 2023 · 3 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 18, 2023 · 2 min
If you're worried about having enough savings for retirement, there are a few things you can do:
Start saving early. The earlier you start saving, the more time your money has to grow.
Jul 18, 2023 · 3 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 17, 2023 · 2 min
Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets
The Fear & Greed Index is a way to gauge stock market movements and whether stocks are fairly priced. The theory is based on the logic that excessive fear tends to drive down share prices, and too much greed tends to have the opposite effect.
Jul 16, 2023 · 4 min
Market Recap Week Ended July 14
Bouncing back The major U.S. stock indexes climbed around 2% to 3%, regaining ground they had lost the previous week and then some, with the S&P 500 and the NASDAQ reaching their highest levels in 15 months. The NASDAQ’s gain of more than 3% was its best weekly result in four months.
Jul 16, 2023 · 1 min
The Top Investment Quotes Every Investor Should Know
From Warren Buffett to John Maynard Keynes, the financial greats offer insights that often last for decades. Not only have they lived through several market cycles, their understanding of the market is foundational to their success.
Jul 13, 2023 · 1 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 13, 2023 · 2 min
Pursuing the Pottery Passion: Thinking About Starting a Pottery Business After Retirement
Retirement is often seen as a time to unwind, relax, and explore personal interests that may have taken a backseat during one's professional career.
Jul 13, 2023 · 2 min
The Fastest Rising Asset Classes in 2023
Many corners of the market have shown resilience despite persistent inflation and slowing economic growth in 2023. U.S. equities, international equities, and a variety of bonds have seen positive returns so far this year.
Jul 13, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 12, 2023 · 2 min
Financial Guidance for Single Women
Create a Budget: Create a budget to track your income and expenses.
Jul 12, 2023 · 3 min
Retirement Investment Approaches: A Guide for Post-Retirement Investing
When planning for retirement, it is crucial to evaluate your spending needs.
Jul 12, 2023 · 1 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 11, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 10, 2023 · 2 min
US ‘pre-retiree’ households are unprepared to retire.
Many pre-retirees are running out of time to accumulate sufficient retirement assets. Just over 80 percent of baby boomers may be unprepared for retirement, according to our surveys in 2021 and 2022.
Jul 9, 2023 · 3 min
Market Recap Week Ended July 7th
Modest setback The major indexes failed to maintain the previous week’s positive momentum as the S&P 500 and the NASDAQ slipped around 1% and the Dow fell nearly 2%. Stocks declined on Thursday amid growing concerns about tightening monetary policy, and a brief rally that followed Friday’s jobs report reversed course in the afternoon.
Jul 9, 2023 · 1 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jul 7, 2023 · 2 min
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.” – Benjamin Graham
Jul 7, 2023 · 2 min
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