Why Cash Is Not a Long-Term Investment

May 9, 2024 | Investing

In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, and more. More...

How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More

Apr 16, 2024 | Investing, Markets, Risk Management

After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing the VIX index...

3 Market Insights for Investors in Q2 2024

Apr 1, 2024 | Investing

2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally. Only three months later, those concerns have given way to a calmer environment centered around...

What Fed Rate Cuts and Disinflation Mean for Long-Term Investors

Mar 19, 2024 | Investing

Markets continue to be driven by artificial intelligence stocks and the timing of the Fed’s first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health of the economy. They are also the result...

How Gold, Bitcoin and Market Breadth Impact Diversified Portfolios

Mar 11, 2024 | Investing, Markets

The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time highs amid steady economic growth, improving inflation, and the ongoing rally in tech stocks....

How Loss Aversion and the Sequence of Returns Impact Investors

Feb 14, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning, Risk Management

The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably nervous any time the market is near record levels, investors also tend to grow more bullish as the...