2 Reasons to Reassess the Generic 60/40 Model
Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety […]
What You Need to Know about Exchange Traded Funds (ETFs)
On their surfaces, ETFs may seem simple. They offer diversification of assets and are commonly invested in a basket of stocks that aim to meet a certain investment goal. However, there are many key distinctions that make ETFs unique. Understanding the differences between varying ETFs could be crucial to your portfolio. ETFs as Index Funds […]
A Financial Advisor Can Prepare You for A Wintery Market
When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be […]
What Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a […]
