Search Results for: risk

November 2024 Market Update

An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty,

Election season is officially over, culminating in the reelection of President Donald Trump. With election uncertainty behind us, stocks rallied.

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

Every decade or so, economists and analysts start talking about the yield curve. As jargon goes, “yield curve” is one of the worst offenders. However, when you look closely at

As jargon goes, “yield curve” is one of the worst offenders. However, this indicator explains quite a bit about what’s happening in the economy.

Hedge funds, explained.

If your only reference point for hedge funds is pop culture, it can be easy to misunderstand what they are and how they work. From Game Stop to George Soros

Hedge funds are frequently misunderstood thanks to pop culture. We review what they are, how they’re different, and when they make sense in a portfolio.

Are commodities a golden opportunity?

Every few years, three precious medals hold the world’s attention: gold, silver, and bronze. The metals used in those Olympic prizes, however, may be more important in terms of how

After a summer spent talking about gold, silver, and bronze, we’re focused on how big picture commodity investing can fit into an investor portfolio.

September 2024 market update

As summer ends and September begins, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and

Nine months into 2024, we may finally see the rate cuts experts were expecting. Here’s how Fed expectations have impacted the market so far.

Send your kid to college: A checklist

Sending your child to college tends to come with complex emotions—they’re entering the “adult” phase of their lives but may still be dependent on you in many ways. This checklist

Sending your child to college tends to come with complex emotions as they transition to independence and adulthood. This checklist can help set them (and you!) up for success.

August 2024 market update

After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is holding

Some experts worry we may already be in a recession. Stock market volatility throughout July and the early days of August isn’t calming investor concerns.

How do you build a balanced portfolio?

When it comes to investing, rebalancing your portfolio can be integral to achieving your goal. However, it’s discussed far less frequently than performance data or diversification. We wanted to take

When it comes to investing, asset allocation is just one part of the equation. Rebalancing tends to be a critical part of reaching your goals. We illustrate why.

July 2024 market update

At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However,

Positive data around inflation and the labor markets appears to have counteracted market pessimism tied to fewer potential rate cuts in 2024.

3 travel tips for better vacations

Summer and vacation go together like peanut butter and jelly. More than 80% of vacation over the summer according to annual surveys from travel site The Vacationer. While vacations are

While vacations are (mostly) about fun and family, there are a few financial planning elements that can help you travel with increased peace of mind.