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…
Rising oil prices tend to conjure frightening thoughts: rampant inflation, and rising transportation and energy costs. You might even flashback to the 1973 Arab oil embargo and how it led to severe gasoline shortages… Yet, rising oil prices can also be a natural byproduct of healthy growing economies. Middle East Conflict and Oil Prices With…
Investing for retirement can be nerve-racking especially when the news cycle seems fixated on amplifying market turmoil. As an investor, you may be concerned when the onus is increasingly on you the individual investor to plan for retirement. Increased Market Uncertainty From President Biden’s announcement that he will not be seeking re-election, to a rotation…
As an investor, have you considered what broadening market performance means for you? Let’s explore. From the Magnificent 7 to a Broader Set of Sectors Over the past week, there has been a change in the internals in the stock market. With a positiveCPI report, the prospect of lower rates has re-entered investor sentiment. We…
The transition to renewables from fossil fuel generation is happening around the world. As an investor, you’ll want to consider the opportunities while remaining aware of the risks. Renewables Replace 20% of European Fossil Fuel Energy Generation According to a June 3, 2024 Reuters article titled EU wind and solar growth displaces fossil fuel generation,…
Earnings play an important role in guiding investors, particularly during difficult markets. With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than usual. This is because while the economy has avoided a “hard landing” corporate…
Would you combine baseball and investing in one sentence? We would, and here’s why. I invite you to reach out with your financial questions so we can discuss them. I am using new retirement planning tools to assist clients in framing their investment path to retirement. What Makes Baseball Stand Out? Focus on the Long…
2023 was a difficult year for investors but as we take a breath and after assessing 2023, it can best be summarized as The Bard wrote, “All’s well that ends well.” Bears Controlled the 2023 Narrative In 2023, the Bears controlled the narrative – inflation and interest rates were going to move unstoppably higher, recession…
