20 Dec How often should I check my portfolio now that Trump was elected?
If you're in it for the long-term, the presidency doesn't really matter. ...
19 Dec Should I rebalance my portfolio or let it ride?
It's tempting to stay with investments when they're winning, but there's more to think about. ...
18 Nov Is Trump’s election good for the stock market in the long term?
The history of the stock market after presidential elections may give some clues....
10 Aug What does the stock market’s wild ride mean for investors?
Posted at 10:00h
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After a whirlwind of movement for stocks, step back to understand why it happened....
09 May VIDEO: Spring cleaning your financial documents
Posted at 11:33h
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Before summer vacation season is here, take some with your important paperwork. ...
09 Feb As goes January, so goes the year? A look a the year ahead.
Posted at 13:06h
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Balancing market highs with domestic and geopolitical uncertainty heading into 2024....
26 Oct Should I have real estate in my portfolio now?
It's always smart to consider different asset classes for your portfolio. ...
06 Oct Cautious optimism: Stay the course despite choppy markets short-term
Posted at 14:00h
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October can be volatile, but there’s probably no need to get spooked....
13 Jul How do we find the cost basis of this investment from many years ago?
There are several ways to track down the cost basis of an investment....
12 Jul Midyear investing outlook: The path toward stability
Posted at 12:33h
in Viewpoints
Here's a market outlook for the second half of 2023....