We are excited to share an important update as part of our ongoing commitment to optimizing your investment portfolio while remaining true to our core philosophy: managing risk first and striving to outperform the market net of fees over a full market cycle....
Read through the blog here, or skip to Jason’s January 2025 Market Update Video below. Key Takeaways We are cautiously optimistic going into 2025: Although we expect another positive year for stocks, temper your expectations as another 20%+ year is unlikely. We...
Read through the blog here, or skip to Jason’s April 2024 Market Update video below. Markets began 2024 with divided returns among the top market indices with large U.S. stocks leading the charge for the first quarter of 2024, up 6% as of 4/16/2024. International...
Read through the blog here, or skip to Christina’s Rising Interest Rates video below. Key Takeaways: Expect bond market volatility to remain high as markets wrestle with an economy that isn’t in a broad-based recession yet and is still dealing with lingering...
Read through the blog here, or skip to Jason’s Managing Risk in Your Investments video below. Key Takeaways: A portfolio that falls less than the market doesn’t need to beat the market on the upside to outperform over the long run – a portfolio that loses less...
Key Takeaways: Millions of people across the United States have forgotten 401(k) retirement accounts. Rolling over the 401(k) into an IRA or a new 401(k) can help to maximize your investments. Diversified investment accounts tend to perform much better than those that...
