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Is the S&P 500 Enough? Why Diversification Matters

Why the S&P 500 Isn’t Enough: The Case for True Portfolio Diversification For many investors, the S&P 500 has become synonymous with “the market.” Strong U.S. large-cap returns over the past decade make it tempting to think an S&P 500 index fund is all you...

Fed Cuts Rates. What This Means For Our Clients.

Yesterday, the Federal Reserve announced a 0.25% interest rate cut. Even though inflation is still hovering above their target rate, they see weakening in the jobs market, so this move is to alleviate some pressure. What This Means for Investors Lower interest rates...

What Falling Treasury Yields Mean for Stocks, Housing, and Your Money

Today, September 5, the U.S. released its August jobs report, and it caught the market off guard. Only 22,000 new jobs were added, far below expectations of about 75,000, and the unemployment rate rose to 4.3%, the highest in nearly four years. The reaction was...

7 Mistakes to Avoid Heading
into Retirement