Search Results for: cash portfolio

Why cash matters to your portfolio

We tend to think of cash in practical terms, as the money we spend every day. But cash can also play a powerful role in an investment portfolio. In many ways, cash represents opportunity. In this article, we’ll cover what cash is, why it’s important, how cash equivalents work, and the role a cash allocation plays in your financial plan.

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03.30.2023

What is the yield curve (and why does it matter)?

As jargon goes, “yield curve” is one of the worst offenders. However, when you look closely at how interest rates work, it’s easy to understand why the yield curve is important, and why many traders and investors use it to help forecast what’s ahead for markets and the economy.

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11.15.2024

What you can do with your bonus

Six ways to put your bonus—or any sudden influx of cash—to work.

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05.14.2024

March 2024 Market Update

Depending on your focus, the story the recent economic data is telling may be different.

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03.11.2024

2024 Winners and Losers

When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the details, however, can give investors a better sense of the overall health of the economy and trends to watch in 2025. With that in mind, we put together our annual list of winners and losers, plus the stalwart neutrals that fell somewhere in the middle.

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01.10.2025

October 2024 Market Update

The stock market rose in September... but so did volatility, signaling investors may be getting nervous about what's ahead.

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10.16.2024

How to evaluate a pay and benefit package

The details in your benefits plan could help you create significant wealth in the long run.

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04.24.2024

When (and Why) Alternative Investments Make Sense

Investing beyond stocks and bonds can go a long way toward helping investors build a well-diversified portfolio

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03.01.2024

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