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Market Volatility Can Stir Your Loss Aversion

Market Volatility Can Stir Your Loss Aversion

At the foundation of your financial well-being lies your behavior Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success may depend less on the structure of your portfolio than on your ability to adapt your behavior to...

IS THE 60/40 PORTFOLIO DEAD?

IS THE 60/40 PORTFOLIO DEAD?

This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. Below we discuss the outlook for diversified portfolios of stocks and bonds to make the case that...

ESG Investing: The New Frontier for Environmentally Conscious Investors

ESG Investing: The New Frontier for Environmentally Conscious Investors

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. A 2018 study from Harvard University’s Kennedy School of Government found that ESG investing now accounts for nearly $30 trillion, which is more than one-fourth of all assets...

3 Key Money Moves Every Parent Should Make

3 Key Money Moves Every Parent Should Make

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support yourself and your loved ones, and help...

4 Costly 529 Plan Mistakes To Avoid

4 Costly 529 Plan Mistakes To Avoid

With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000 per year—saving for college might feel like a monumental task.1 For many parents, 529 college savings...

Dawn of a New Era for Bonds

Dawn of a New Era for Bonds

Core bond investors have experienced the worst start to the year ever. However tough this year has been so far though (and it has been tough), the potential for future returns has improved meaningfully, in our view. Starting yields tend to be a good predictor of...

Retirement Plans for Small Businesses

Retirement Plans for Small Businesses

If you are self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax advantages A retirement plan can have significant tax...

What Is the Right Setting for Your Retirement Story?

What Is the Right Setting for Your Retirement Story?

There was a time that retirement meant, for many people, sitting in the sun in a southern retirement community along with a host of fellow retirees. However, today retirement means many different things to different people. Why settle for a cookie-cutter retirement...

6 Mental Health Tips for Investors

6 Mental Health Tips for Investors

Investing is stressful. It takes sound mental decisions to weather the ups and downs that come with the markets and investing in general. Whether you are managing your financial portfolio or making investments on the side, staying mentally healthy may assist with good...

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