Reasons to Include International Investments in Your Portfolio
The United States currently represents 60% of the global equity market.¹ This means investors with an extreme home bias are ignoring 40% of the equity
Category: Asset Management
Why is the Bond Market Down?
As a lifelong Patriots fan, I subscribe to the do your job mantra. In a portfolio, every asset class has a job to do. For
Living Off Dividends: Another Retirement Myth?
The idea of living off dividends in retirement sounds nice, but it’s challenging. What investors don’t always realize is how much money they’ll need invested
Should You Change Your Asset Allocation in Retirement?
If you recently retired or are planning to, you likely have questions about how to position your investments going forward. Conventional wisdom suggests investors should
3 Investing Lessons Learned from the 2020 Covid Crash
It was almost a year ago when the Covid-19 induced selloff in the financial markets reached a bottom. The S&P 500 fell from its February
Should I Invest When the Market is High? Dispelling the Buy Low, Sell High Myth
Most investors realize trying to time the market by always buying low and selling high isn’t a realistic endeavor. Yet even with that knowledge, if
Should I Pay Someone To Manage My 401(k)?
Investors can save over three times as much in a 401(k) compared to an IRA, without even including employer contributions. So, it’s little surprise that
How to Apply an Asset Allocation to Multiple Investment Accounts
Whether you’re managing your own investments or working with a financial advisor, setting the right asset allocation is key. But what’s the best way to
How The Stock Market Has Performed Before, During, And After Presidential Elections
How The Stock Market Has Performed Before, During, And After Presidential Elections There’s a lot going on during any normal election year, but fittingly, this
Stock Market Performance by President (in Charts)
As the next U.S. presidential election nears, investors may be wondering what the implications are for their investments. How will the stock market react if