Value vs. growth investing explained through the lens of the P/E ratio, highlighting core differences, common risks, and how a fundamentals-driven, balanced portfolio can support long-term financial goals.

Recent headlines regarding tariffs have captured significant attention and financial markets have responded decisively to these announcements.

Fair value goes beyond market price and is often determined using key valuation metrics like P/E ratio, ROE, and DCF, along with factors like growth potential and investor sentiment.

In times of market uncertainty, it is natural to feel uneasy about your investments. As…

Teach the value of saving, investing, and financial planning. Honor your family's financial legacy by giving the gift of financial literacy!

Understand how Federal Reserve rate cuts impact stocks, bonds, and gold, and learn how historical trends can guide investment strategies during monetary easing.

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.

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.

Discover how the Tortoise and the Hare fable reveals the critical importance of diversification in building and preserving long-term wealth.

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.

Historically, March is known as the month that comes in like a lion and goes out like a lamb, but from a capital markets perspective, August of 2024 could certainly live up to that billing.

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?

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.

June kicked off summer with hot returns in the US stock market. The market's volatility is expected to increase as the US heads into election season, but will likely adjust as it has each election before.

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.

April showers brought May flowers, but what should we expect as we head into the summer months from an investment standpoint?

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?

While elections can certainly be an emotional time, they are not the time to make drastic investment decisions based solely on election outcomes.

Spring is certainly in the air for investors. The index finished up for the month, and while the pace of this growth is likely unsustainable, there are reasons to be optimistic that the returns can continue to stay positive for the remainder of the year.

Effective investment strategies tailored to various life stages help ensure you mitigate the impact of sequence-of-returns risk. Safeguard your portfolio and financial well-being effectively during the transition from wealth accumulation to retirement.

For the month of February, Cupid’s arrow certainly wasn’t needed to help investors fall in love with the stock market. There are a variety of factors pushing the US stock market higher, including growing GDP, low employment, and an uptick in manufacturing to name a few.

With the geopolitical tensions in the world and an upcoming election, the market continues to be influenced by rate cut expectations more than anything else.

Oil makes the world go around, or at least helps vehicles that go around the world. The oil market has always been as volatile as it has been important to economies across the globe.

Explore the transformative impact of Artificial Intelligence (AI) on investing and how it can be a valuable tool for informed decision-making.

November gave investors reasons to give thanks. Now they are left wondering if Santa came early this year, or if there are gifts still to be delivered.

October provided mostly tricks, with a hint of treats toward the close of the month. Twice during the month, the 10-year Treasury bond reached or exceeded 5%, a rate that has not been seen since 2007.

AI has become a disruptive force in the economy, raising questions about its impact on society. While AI has shown great promise in boosting stock returns, it also poses challenges concerning job losses, disinformation, and ethical considerations.

Fall is in the air, and the US stock market has taken its cue, with the S&P 500 index posting the worst month this year, falling 4.77%. Bonds were not much better, falling 2.54% for the month.

In the heat of summer, returns across both stocks and bonds were decidedly cold. The main driver of underperformance for the month was expectations of the future path of interest rates.

Generate income for your portfolio by utilizing effective portfolio income methods like Tax-Loss Harvesting and Covered Call Writing. Learn how these methods work and how to implement them to optimize your earning potential.

While it is perfectly natural to have a range of feelings during volatile market conditions, it is important that you don’t let fear of the market lead you to the biggest risk of all – not reaching your long-term financial goals.

June continued a run of surprising stock market returns for 2023. One month does not make a trend, but it's comforting to see stocks perform positively.

Depressed asset values are often a source of frustration and worry for investors. However, with those concerns often come opportunities to achieve long-term planning objectives.

Are we there yet? Oh, the familiar refrain that many parents endure this time of year while traveling. It is by now the familiar refrain that economists and investors are enduring daily.

Many of us understand and recognize inflation. What we don’t know is how high it will go or how long it will last.

Navigating the financial industry can be daunting. More so for someone that may not have experience in the industry or be aware of the multiple service delivery models that are available.

Wealth will soon be passed on to the next generation. With wealth and the management of that wealth in transition, so are the drivers behind investment decisions.

Market volatility can lead some investors to make quick decisions that can ultimately harm their long-term investing goals. It's important to know if you are investing with your emotions or remaining objective.

By Greg Berg, CFA, CAIA - Senior Vice President & Senior Portfolio Manager After an…