Read through our market commentary here, or skip to Jason’s May 2022 Market Update video below. Volatility in Markets: What Can We Learn? 2022 continues to be a tough year for most market sectors. As of 5/10/2022, the S&P 500 (Large Cap), S&P 600 (Small...
Maximizing Financial Freedom Funding How do you choose which investment accounts are best for you? Before you start, make sure you have laid a solid foundation according to the previous steps in the path to financial freedom: Paid off all consumer debt Have adequate...
What Are Active & Passive Investing? There are two approaches or schools of thought when it comes to investing: Active investing – the portfolio manager attempts to outperform a standard index or benchmark by making proactive investment decisions Index investing –...
Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
What Is Rebalancing? When you diversify your portfolio, you will arrive at your target asset allocation, a defined set of proportions for each asset class. The main asset classes that typically make up allocations are stocks and bonds but you may include other...
