By Ted Stricker, CFP® With October nearly over and the year quickly winding down, now is a critical time to start strategizing for potential tax-saving opportunities. By getting organized today, rather than waiting until the final weeks of the year, you give yourself...
Headwinds, such as inflation, will take a bite out of bottom lines though.The travel industry is expected to grow revenues as travel picks up.Overall, trend to services over goods should continue. The pandemic began in the U.S. in early 2020 and triggered a first-time...
This Market Volatility Isn’t Going Anywhere • Market volatility continues as financial markets watch earnings, economic data and the Fed.• Concerns about the consumer and corporate profits drove today’s drop.• Our base case continues to be that the economy can...
When you created your investment strategy, your asset allocation reflected your goals, time horizon and tolerance for risk. Over time, however, any of these three factors may have changed, and your portfolio may need adjustments to reflect your new investing...
Currency Risk History has shown that successful investing requires discipline and patience. When emotions and investment risks run high, it can be easy to lose focus on your investment strategy. To help you overcome these challenges, here are some important items to...
Why Modern Portfolio Theory Still Matters Two different belief systems serve as the basis for investment decisions: the modern portfolio theory (MPT) and behavioral finance (BF). A basic summary of the two schools of thought: the MPT focuses on the optimal state of...
