With the inflation we have experienced over the past few years, investing in gold as an asset class has returned to the forefront. It has had positive annual returns in 2023, 2024, and so far in 2025. The gains have been impressive. Owning Gold: Easy or Difficult? Years ago, it was difficult for investors…
Consider giving the gift of investing. The season of giving is upon us. That brings agonizing over what presents and gifts to give kids, grandchildren, or Godchildren. Instead of buying the same old gifts, maybe it is time for something different? Can you think of any better gift than one that grows over time and benefits…
The Federal budget is back in the headlines as the failure to reach a new funding agreement has shut down the government. This adds to a year in which policies surrounding trade, taxes, immigration, and other subjects have created uncertainty for the economy and markets. Despite all this, the markets have climbed “the wall of…
If you’re a committed investor, you are most probably counting on time to help you build the wealth to meet specific goals. And, since you have a long-term window in mind, you’ll want to follow these tips to help you be ready for tax time. The Biggest Tax Concern for Investors? The biggest source of…
Value investing with a strong contrarian bend defines Pendragon Capital Management. That’s because we believe strongly in the value of not timing the market, having a long-term investing perspective, and being disciplined about financial decisions. From personal experience, we see this combination as the most effective approach for building wealth over time. It’s the best…
Have you made a will? If you have, when was the last time you reviewed it? In this article, based on a webinar with legal expert Kevin Farrelly, you’ll learn more about the process behind making wills. Understanding the Estate Planning Process and the Role of Wills Wills are an essential part of the estate-planning…
Business cycles play a significant role in financial planning. Why? Because they are inevitable and have distinct phases, as I discuss below. Understandably, I have received many calls from clients concerned with the recent stock market decline. The post-election rally has “round-tripped” and then some. The uncertainties of the times have given many investors a…
Investor concerns over the recent underperformance of technology stocks have raised questions about concentration risk and the broader market. Strong returns among artificial intelligence stocks have supported portfolios over the past few years. At the same time, they have raised questions about the sustainability of the market rally. Concerns for tech stocks primarily include concentration…
What value does financial planning bring to your life? Ultimately, it helps you plan for the unexpected in life so you remain financially sound. This article explores the different life stages, highlighting how planning can benefit you financially along the way. The Game of Life and Financial Planning at Every Age Are you familiar with…
Here follow perspectives on the market given a nervous start to 2025 to help set expectations for your investment portfolio. Concerns About the Stock Market in 2025 The stock market has struggled in recent weeks as concerns have grown around interest rates, market valuations, the direction of the economy, and more. Some industry sectors, like…
