2024 winners and losers
When the S&P 500 increases 25%, as it did in 2024, it can be easy to call it a win and move on. But looking under the hood can generate an edge for investors.
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.
Inflation risk: What it is, and why it matters
Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time. Here's how to manage that risk.
