Is the US heading to a recession?
Possibly….but, the more important question might be how deep will a recession be and how long will it last? Before...
Read More
Does Global Diversification Work?
When you choose stocks for your portfolio are you guilty of what many investors refer to as a home-country bias? This...
Read More
The ABCs of ETFs
The first Exchange Traded Fund or ETF traded on the American Stock Exchange in 1993. Launched by State Street Global...
Read More
GICS Changes
A sector is an industry classification or grouping of companies sharing common characteristics. The most common...
Read More
Spending Less as We Age
Planning for retirement requires you to make assumptions about your life and the world around you. Your path to...
Read More
Are you a smart investor?
(smärt) adj. 1. keen, clever or shrewd. Also, bright, intelligent, savvy and perceptive. A smart investor exhibits all...
Read More
What is the SECURE Act 2.0?
Buried within the recently passed 4,000-page 2023 omnibus funding legislation was the Secure Act 2.0 which provides new...
Read More
Did the Fed get it right?
At the recently concluded FOMC meeting the Federal Reserve approved an interest-rate increase of 0.5% and signaled plans...
Read More
Let's Talk about Bonds
As defined, a bond is “an interest bearing security that obligates the issuer to pay the bondholder a specified sum of...
Read More
Choosing the Right Investment Advisor
Registered investment advisors (RIAs) come in all shapes and sizes and can be found in a variety of places. Some...
Read More
What is Standard Deviation?
As defined, standard deviation “provides a statistical measure of historical investment return volatility and sets forth...
Read More
Investment Risk - Alpha and Beta
Understanding investment risk and how it impacts portfolio performance is essential for all investors. In general, there...
Read More