Goals-based investing uses the information contained in each individual goal, including their value, priority, and time horizon, to build a dedicated investment portfolio for each goal. This [...]
Higher inflation and market volatility have suddenly changed investors' perceptions of risk and uncertainty. Many may be thinking now is the time to get out of the market. However, historical [...]
Most investors are so focused on their stock portfolios that bonds are often just an afterthought. For many of them, a bond portfolio means stable value or money market funds. However, the role [...]
High investment costs are the most reliable predictor of poor investment performance, and investment taxes are often the largest component of such costs. Left unchecked, the performance drag due [...]
As you probably know, virtually any monetary earnings or gains in your life are taxable, and investment earnings are no exception. First, if you are getting taxed on your investments, it [...]
Your asset allocation represents how you divide your wealth across different investments and can be the single most important element of investment success. Arriving at the right asset allocation [...]
You may have heard that now is not a good time to invest in bonds. With low interest rates, you don’t get much of a return. Plus, low rates today mean interest rates can only go up in the future, [...]
Are all the traditional investments like bonds, stocks, and real estate posed for a fall in value or at least very low returns? And what should investors do with their portfolios?
GameStop (GME) was trading at about $19 per share until January 12 or so. Then something changed. Trading volume increased dramatically and the price started going up. So much so that it more [...]