Investment Commentary | October 2024
October markets started strong but ended with volatility driven by AI concerns, small-cap losses, and global pressures, while precious metals held steady.
The Value of Expertise: Why Many Investors Overlook Financial Advisors
Discover why working with a financial advisor can enhance your long-term returns, improve asset allocation, reduce emotional investing mistakes, and help secure your financial future.
Investment Commentary | September 2024
September brought market resilience amid volatility, with the S&P 500 rising and emerging markets outperforming, driven by economic shifts and global events.
Market Memo | August 2024
August's market volatility, driven by tech stock concerns and economic uncertainty, has investors bracing for rate cuts and geopolitical risks ahead of election season.
Why Diversify?
Discover how the Tortoise and the Hare fable reveals the critical importance of diversification in building and preserving long-term wealth.
Market Memo | July 2024
Amid global focus on the Paris Olympic Games, July saw the S&P 500's positive returns for the third consecutive month, despite economic challenges and market volatility.
Is China’s Economic Miracle Over?
Remember when China was the growth engine of the world? For decades the question wasn’t if, but when the Chinese economy would surpass the US. But, is China's economic miracle over?
Rollover Rules
Thinking of rolling over your 401(k) or IRA? Discover the crucial IRS rules and deadlines you need to know to avoid hefty taxes and penalties.
Understanding the Shift to T+1 Settlement in U.S. Stock Markets: What It Means for Investors
Learn how the SEC's move to a T+1 settlement cycle impacts your investments, enhances market efficiency, reduces risk, and improves liquidity. Stay informed on the benefits and implications for your portfolio management and cash flow.
Nothing to Fear… But Each Other?
The Magnificent Seven has been discussed extensively in investing circles. But what are the risks, particularly for the companies that have been leading the market to all-time highs?