by | | Featured Posts, Financial Planning, Formation, Foundation, Freedom, Retirement Investing, Tax Planning
The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
by | | From the Trade Desk, Market Commentary
Read through the blog here, or skip to Jason’s October 2023 Market Update video below. 2023 began with solid market performance among major indexes as investors put the 2022 bear market in the rear-view mirror. The AI technology rally certainly captured investor...
by | | From the Trade Desk, Uncategorized
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...
by | | Allgen, From the Trade Desk, Fundamentals of Investing, Uncategorized
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...
by | | From the Trade Desk, Market Commentary
Read through our market commentary here, or skip to Jason’s July 2023 Market Update video below. Investors spent most of the first half of 2023 wondering if markets would sustain the previous year-end bounce or continue to fall as the Fed pumps the breaks on the...
