The Federal Reserve raised rates again, and rising interest rates look set to continue into 2027. History suggests this matters less for diversified portfolios than headlines imply. Why rising interest…
With the November midterms just months away, campaign coverage is intensifying. Here's what history actually shows about elections and your portfolio. Election coverage tends to dominate headlines for months before…
A recurring question deserves a recurring answer: no, diversification isn't dead. Here's what the data, and market history, actually show. We've lost count of how many times we've heard "diversification…
A softer-than-expected inflation report just changed the near-term outlook. Here's what shifted, and what it means for your portfolio. Interest rate policy expectations moved sharply this week after June's CPI…
Every time stocks run up, the "market has no room left to run" chorus starts again. It's just market timing dressed up as analysis, and history says it doesn't hold…
One of the most common retirement questions we hear is: "When should I claim Social Security?" At first glance, the answer appears straightforward. Run the numbers, compare projected benefits, estimate…
SpaceX, OpenAI, & Anthropic IPOs are generating significant investor interest as these companies explore potential paths to the public markets. While many investors view high-profile IPOs as opportunities to participate…
Every year around this time, a familiar investing phrase begins circulating again: “Sell in May and go away.” It is one of the most widely repeated seasonal investing sayings, based…
Knowing how to choose a financial advisor is an important step before trusting someone with your financial future. Start by asking these five important questions. Before trusting someone with your…
We’ve said before that the most dangerous four words in investing are: “This time it’s different.” Those words often signal the beginning of market timing decisions, when emotion starts to…