Category Archives for Investment Advice

Investing in Uncertain Times

Blog Financial Education & News Investment Advice Retirement Advice

After taking a closer look at interest rates and inflation we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?

Has rising inflation got you down?

Blog Financial Education & News Investment Advice Protecting Wealth Retirement Advice

Inflation is the rate at which money loses its purchasing power over time. As you might guess, there are many ways to measure such a squishy figure. There are various economic sectors, such as energy,

Fed Takes Center Stage

Financial Education & News Investment Advice Retirement Advice

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

Ukraine

Blog Financial Education & News Investment Advice

Despite our fervent hopes that Ukraine’s sovereign rights would prevail over tyrannical aggression, it’s now clear that Vladimir Putin has doubled down on the latter.

Navigating Geopolitical Events

Blog Financial Education & News Investing Resources Investment Advice

The recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility.

The Small Caps That May Be Holding Back Your Portfolio’s Returns

Financial Education & News Investment Advice

The underperformance of small caps in 2021 was driven by poor returns of small growth companies with low profits. These companies have underperformed historically. An approach that excludes small growth

The Bumpy Road to the Market’s Long-Term Average

Investment Advice

Since 1926, the US stock market has rewarded investors with an average annual return of about 10% – the market’s long term average. But it’s important to remember that returns in any given year

You Want the Size, Value, and Profitability Premiums … But How?

Blog Financial Education & News Investing Resources Investment Advice Retirement Advice

Capturing the size, value, and profitability premiums in real-world portfolios requires expertise. Investors should be cautious about favoring one premium over another or one region over another based

Noise in the Estimates of Internally Developed Intangibles

Financial Education & News Investment Advice Retirement Advice

Intangible assets have always been a part of the economic landscape. They include patents, licenses, and computer software as well as branding, reputation, and goodwill. A company may develop those assets

Fighter Planes and Market Turmoil

Blog Financial Education & News Investment Advice Retirement Advice

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.