The year 2021 transpired much as what we expected. Most stocks did extremely well, with the S&P 500 surging 27% for the year, marking the third consecutive year of gains…
We expected volatility in the 2nd half of 2021, and it took until early September before investors experienced the pressure on the downside. This was similar to last year, when…
We are heading into a period when it is critical to make sure you understand not only the amount of risk within your portfolios, but also that you are getting…
Bonds were the clear loser in the first quarter as nearly every investment class showed impressive gains, with the exception of fixed income. All parts of fixed income underperformed stocks,…
The more things change, the more they remain the same. Despite the pandemic, this can even be said for 2020, even though it was a year like no other. This…
Re-Printed from Wall Street Journal: Are investors paying too much for target-date funds? The funds offer a diversified portfolio that as a goal like retirement or college approaches. They are…
https://youtu.be/tuzddfh4x9k Lock in fixed rate mortgages now as we do not expect negative interest rates in the U.S - The Humble Approach - Legendary investor Sir John Templeton
Some decades nothing of consequence seems to happen and then there are times when a decade worth of events occur over a very short period. TwentyTwenty is one of those…
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TOLEDO, Ohio (WTVG) - As Ohio begins to reopen, what will that mean to the economy? Some financial experts say this could be the most important 45 days in US…