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Why Portfolio Loss, Risk Avoidance, and Order of Returns Matter For Investors Thumbnail

Why Portfolio Loss, Risk Avoidance, and Order of Returns Matter For Investors

The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it crossed the 4,000 mark. While some are understandably nervous when the market is near record levels, investors tend to grow more bullish as the momentum continues. What should investors keep in mind to stay disciplined and focused on their wealth strategies?

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How Investor Anticipations of The Fed, Banks, and Labor Force Affect Markets Thumbnail

How Investor Anticipations of The Fed, Banks, and Labor Force Affect Markets

The day-to-day market price swings are often more about what investors expect than the underlying fundamentals. By their design, markets anticipate future events and assign them a price today. This gap between reality and expectations has recently driven stock and bond market volatility due to the Fed's latest announcement and headlines in the banking sector. So, what should investors know about these developments to stay focused long-term?

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