Understanding the role and expertise of a Certified Financial Planner™ (CFP®) is important, and may help you in selecting the financial advisor you want to work with. In this post, we'll explore what a CFP® is, the comprehensive services...
There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever. This idea is known as "recency bias." When investing, however, it’s important to remember, we’re inherently biased to pay...
One of the most common mistakes investors make comes in the form of overconcentration of their investments in their company’s stock. It’s understandable to want to invest in the company you’ve spent a great deal of time with and...
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? Of course, there are always big events going on; that’s the world for you. But today’s brew of geopolitical threats, inflation trends, rising...
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness.
If you already have a well-structured, globally diversified portfolio...
Studies have shown that it is highly unlikely investors will be able to exploit market inefficiencies after accounting for the expenses of the effort. If the majority of investors understood the true benefits of a buy-and-hold strategy, some of...
Is rising inflation souring your financial plans? As we covered in our report, “Interest Rates, Inflation, and Investment Strategy,” protecting the bulk of your wealth is mostly about building and maintaining a well-structured investment portfolio with a few anti-inflation...
After taking a closer look at interest rates and inflation in our last two posts, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?
Big...
Has rising inflation got you down? In our last piece, “Understanding Interest Rates," we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the conversation.
How Do We Measure Inflation?
Inflation is...
At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed...
