Category: MARKET

There’s a story many investors tell themselves: “I’ll wait until things calm down.” Or “Let me just see what the market does after the next election.” Or “Now isn’t the […]

Most people think of risk tolerance as a score, something you get from ticking boxes on a questionnaire. Conservative. Balanced. Aggressive. Or a mixed blend. However, the truth is that […]

When we hear the word “diversification,” most of us think of investments, spreading money across different asset classes, industries, or markets to reduce risk. And for good reason. Diversification is […]

When markets get turbulent or headlines turn grim, many people instinctively retreat to cash. It feels safe, predictable, tangible, and readily available. There’s no volatility, no chance of “losing” money […]

If you’ve ever looked at your portfolio during a market crisis, like March 2020, you may have noticed something unsettling: everything seemed to fall at once. Stocks dropped. Bonds wobbled. […]

Tax season is stressful enough without someone trying to steal your refund, or your identity. Yet every year, as millions of people file their returns, scammers ramp up their efforts […]

When markets get choppy, it’s natural to feel nervous. Everyone with a heart (and subsequent blood pressure…) will have a tinge of fear when volatility hits. You might see headlines […]

When you look at your investment portfolio, it’s tempting to focus on what’s “winning” right now. You might notice one fund doing well and another lagging behind, and think: “Why […]

When markets are stormy, it’s easy to question whether diversification still works. You might look at your portfolio and think, “Everything seems down; what was the point of spreading my […]

Why don’t we always do what’s “best” with our money? Let’s be honest: most of us already know what we’re “supposed” to do with our money. But we don’t do […]