Many investors may think a market high is a signal stocks are overvalued. However, they may be surprised to find that the average returns one, three, and five years after a new month-end market high are similar to those after months that ended at any level.
Today's focus is on how we put together client portfolios.
The total-return approach to investing is an effective way to create a retirement "paycheck."
The first half of the year has given investors plenty to process. Diversified portfolios showed solid gains, a welcome turn from last year’s broad declines.
From Warren Buffett to Jerry Seinfeld, here are some of our favorites!
Do your mutual funds try to beat the markets by searching for the "needle in the haystack" stocks? Owning the haystack instead is more effective.