There are typically two good reasons for adding an investment to your portfolio: return enhancement and diversification. The easiest way to increase your return profile is through asset allocation by increasing the proportion of stocks relative to bonds. ...
As of this moment, the S&P 500 is 11% off its highs. As Ben Carlson recently pointed out, these types of losses should be expected as the stock market loses 5% or more in 95% of years, 10% or more in 63% of years, and 20% or more in 26% of years. But even...
Forecasting market related events with consistent accuracy is nearly impossible, but that doesn’t make it any less entertaining. Making or consuming forecasts for the sake of entertainment is relatively harmless, but using forecasts to make investment decisions is...
If there was a perfect way to invest, it might be summed up in a single phrase: buy low and sell high. While it might seem impossible to do this in practice, rebalancing your portfolio helps achieve this ideal. It’s worth taking the time to ensure you fully understand...
Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While buying your first house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A home and its...
Many clients initially seek financial advice because they want help making smart investment decisions. But investments are just a vehicle to help you pursue your most important goals. An advisor can’t effectively manage a portfolio or create a complete financial plan...
