News & Insights

Investor Education Blog

Beyond Coldplay: How Emerging Markets Enhance your Investment Palette
August 17, 2022
Home bias affects many portfolios – it’s human nature. However, as a result, investors are missing out on regions and sectors of rapid growth in emerging markets. It’s worth contemplating, if you haven’t already, taking some of that domestic investment and gaining exposure via a broad-based EM fund or ETF.
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Do You Really Need to Work Longer?
August 23, 2022
We live in a culture that warns of dire consequences if you don’t have a certain amount in the bank by a certain age. Mostly, this is cookie-cutter, Google-search-engine-clickbait stuff – everyone has a different picture of what retirement is going to look like. However, there is no denying the trend of more people working longer.
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Volatility and Staying Invested
September 22, 2022
With a sound financial plan, the help of a trusted independent advisor, and an understanding of the human condition, disciplined investors can successfully reach their retirement goals without stressing over daily or weekly market turbulence.
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Navigating Emotional Real Estate Decisions
October 21, 2022
As the cliché goes, home is where the heart is. It’s also why decisions around selling or buying real estate, usually the biggest asset a person will own, go far beyond a financial transaction.
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Is the 60-40 strategy dead and buried?
November 3, 2022
The 60-40 portfolio strategy is a touchstone for the industry, and shorthand for the tried and trusted method of protecting capital from wild market swings.
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