Financial Planning

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built.

One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle decisions.

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy.

The road to better health may sometimes involve an extra expense here and there, but you should be careful about wasting money on diet ideas with promises that are more based on myth than fact.

What exactly is the “sequence of returns”?

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy.

Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data, reaching as far back as 1926, this has not always been the case. Let’s dive in a little deeper.

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.

There is no shortage of analysis for anyone interested in investing.