The first half of 2025 has been quite the journey for the US economy and stock market. If you’ve been watching your portfolio or just trying to make sense of the headlines, you’ve probably felt like you’re on a rollercoaster. We saw some unexpected twists, dips, and surprisingly strong climbs. Let’s break down what happened. […]
How Interest Rate Changes Are Affecting Your Investments in 2025
It’s almost a quarter of the way through 2025 and we’re still talking about interest rates. They play a crucial role in shaping the financial markets and influencing investment decisions. As the Federal Reserve adjusts interest rates to combat inflation or stimulate economic growth, investors must understand how these changes impact their portfolios. Rising and […]
Paying a Percentage of Your Assets to a Financial Advisor Is Like Paying Rent on Your Wealth
Why Paying a Percentage of Your Assets to a Financial Advisor Is Like Paying Rent on Your Wealth When you hire a financial advisor, you may encounter a fee structure based on a percentage of your assets under management (AUM). While this model is common, it’s worth examining the implications of such a fee structure. […]
Why Active Investing Fails
Why Active Investing Fails: Trying to Beat the Markets News travels fast, and managers who were once able to capitalize on the successes or failures of a company are now competing with computer models and, believe it or not, artificial intelligence. Competition is so great it is difficult to win consistently over a long […]
Checking in with Your Investments at Mid-Year
We are about halfway through 2017, and that new year shine is wearing off. This is a good time to check up on the changes you made back in January. Looking at your progress helps you keep it going, and that goes for diets, habits and even your investments. If you made changes to your […]