The Hidden Cost of Holding Cash
Cash balances have climbed for many investors this year. Research from Avantis Investors shows why that instinct, while understandable, comes with a real long-term cost. Cash can feel like a…
Interest Rate Policy Just Shifted, Here’s Why
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…
Market Timing Doesn’t Work, It Never Has
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…
SpaceX, OpenAI, and Anthropic IPOs: What Investors Should Know
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…
“Sell in May and Go Away”? A Long-Term Perspective
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…
What Happens After All-Time Market Highs
Many investors may think a market high is a signal stocks are overvalued. However, they may be surprised to find that the average returns one, three, and five years after…
The UAE Leaving OPEC is Significant for Oil and Consumers
There is a lot of news about the United Arab Emirates (UAE) leaving OPEC and OPEC+, and what it means for oil markets and energy costs. The UAE's departure is…
We Just Had a Market Correction
On March 27, the Dow Jones Industrial Average officially entered correction territory (defined as a 10% decline from its peak) on the heels of the military conflict in Iran and…
How to Choose a Financial Advisor: 5 Questions to Ask Before Hiring One
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…
Tax Planning Strategies We Implemented for Clients Last Year
How proactive tax planning can improve long term investment goals. Wondering how to lower your tax bill? The most effective tax planning strategies happen before year end. Coordinating investment decisions,…