Asset Allocation
How you divide your portfolio among different types of investments, such as stocks, bonds and cash, is a key investment decision. You may adjust your asset allocation based on your time frame and risk tolerance.
Boost Your Retirement Savings: Tips for Your 40s and Beyond
We all want to know if we’re behind or on track for retirement. As we reach our 40s, retirement feels much closer than it did in our 20s and 30s. So how can you tell if you’re on track — or falling behind — on this wily goal?
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With the recent resurgence in the stock market, there's no better time than now to evaluate the diversity of your investment portfolio. Diversification serves as a safeguard during market fluctuations, mitigating risks and fostering stable returns if executed wisely.
New to investing? In the world of investing, the power of compounding is a force to be reckoned with. Learn how you can unlock this power.
Election years can be a tense time for investors. You might be worried about how the markets will react before, during, and after an election cycle — and how that might affect your investment portfolio.
As time passes, the real value of money declines. The best way for Gen X to counteract or hedge against inflation is to invest your money so it can grow. Keeping money in a bank account or money market fund simply won’t generate enough return for your money to keep pace with rising price levels.
While stocks typically garner more attention, lately there has been a lot of talk about bonds. Most of the recent conversations have been negative. Nevertheless, bonds have a place in everyone’s portfolio. Here is what to know when buying bonds for the first time. When you purchase a bond, you are lending money to the borrower in exchange for interest payments and the promise to return your principal at maturity. This is true whether it is a government, municipal or corporate bond.
Bear markets are rarely easy or pleasant, and they can be even more difficult when accompanied by an inflation spike. For many members of Generation Z (people born between 1997-2012) the bear market of 2022 has been particularly challenging.
Mutual funds can be one of the best ways for someone to get started as an investor.
Work with a CFP® professional to build your savings, pay off debt and optimize your finances to recession-proof your retirement income plan.
Just like your car, your retirement plan needs regular maintenance to make sure it will get you where you’re going.
Most professionals agree that asset allocation is one of the most important decisions an investor can make.