Category: Investing

The swift collapse of Silicon Valley Bank (SVB) last week has reverberated through the banking industry, scaring regional bank customers and sharply lowering stock prices for this sector.

One of our two most-popular asset allocations is the 60% stock and 40% bond portfolio.

College tuition has historically increased a whopping 6% annually, which makes investing early for college so important. 529 plans are an excellent, tax-free way to save for higher education expenses. How Much to Contribute A contribution to a 529 account is considered a gift to the beneficiary. You can gift up to $17,000 to each […]

Summer 2022 Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail progress made toward reaching your financial goals. Here are three lessons to keep […]

Stock market slides over a few days or months may lead investors to anticipate a down year. But that fallacy is easily disproven by examining a broad U.S. stock market index, which had positive returns in 17 of the past 20 calendar years, despite notable dips in many of those years. Even in 2020, when […]

Most people have heard the terms “Bull Market” and “Bear Market.” Some even know what the terms mean. But the history of where they actually originated is unclear.

David Booth, Executive Chairman and Founder of Dimensional, writes about the differences between index investing and Dimensional Investing.

Interest in cryptocurrencies like Bitcoin, Ethereum, and Dogecoin has only continued to grow in recent years. All this attention has many investors wondering what, if any, place cryptocurrencies have in a diversified portfolio, or are they merely speculative investments?

A few clients have asked about how climate change may affect their portfolio, and what we as advisors can do to mitigate risks. Will today’s macro global trends change how the market behaves in the future?

Recently, investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks and rewards.