A Focus on Sectors
There are several different ways to construct an equity or stock portfolio, including the more traditional approaches of...
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Is a Roth conversion right for me?
Does it make sense to pay taxes on my retirement accounts today rather than wait until later in retirement? It depends...
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Estimating Portfolio Returns
Would you build a house without blueprints? Of course not, because in attempting to do so you could waste lots of time...
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Why Dividends Matter
Dividends play an important role in the total return investors receive from their investment portfolios. The formula for...
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Factor Investing
Factor investing is a strategy for portfolio asset allocation that moves away from the traditional market-cap weighted...
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Is Bond Duration Important?
As defined, bond duration “is the sensitivity of a bond’s price to changes in interest rates.” Many investors confuse...
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Mutual Fund Share Classes
A mutual fund is an actively managed investment fund with day-to-day managers who buy and sell securities according to a...
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Staying Invested Matters
The bear market of 2025 arrived with surprising speed and an abundance of troubling uncertainty linked to the Trump...
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Will I Outlive My Savings?
If you are recently retired or planning to retire soon this is a question that naturally comes to mind. A volatile stock...
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Is this rate cut cycle different?
As the US moved into Q4 of 2024, the battle against historically high inflation appeared to be won. Inflation, from its...
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What are Convertible Bonds?
Is a convertible bond fixed income (a debt instrument) or equity (stock)? The answer is they can be both , but not at...
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Does the 4% Rule still work?
Planning for retirement requires us to make assumptions about our own lives and the world around us. The planning...
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