When we think of wealth, we often picture sizable assets: a large home, a growing investment portfolio, or perhaps a collection of valuable assets. But do these assets alone equate to true financial wealth? While assets are a core part of wealth, they don’t tell the...
Planning for retirement can seem daunting to most. It’s important to understand that it’s not all about hitting a specific financial milestone. With the right steps, you can have a future where you can live comfortably and confidently, even if you desire to live in...
2024 Third Quarter Review and Outlook In the third quarter, the S&P 500 Index rose by 5.89%, bringing its year-to-date return to 22.08%. This growth was primarily driven by gains in the consumer discretionary, industrial, and utilities sectors. In a somewhat...
Election years are often marked by market uncertainty and volatility as investors speculate on potential policy changes and their impact on the economy. However, despite heightened volatility and concerns over policy changes, markets have historically demonstrated...
When managing your investments, knowing where to hold your assets can be just as crucial as deciding what to invest in. Asset location is a strategic approach that considers the tax implications of various types of accounts and the assets within them. For...
2024 First Half Review and Outlook In the first half of the year, the S&P 500 Index delivered a 15.64% return, fueled by significant gains in artificial intelligence and chip stocks, especially Nvidia. Large-cap domestic stocks have once again outperformed other...
