Financial Planning

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.

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.

According to the AARP, an estimated 44% of Americans over the age of 50 expect to travel internationally in 2025.

American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”