Recent stock market volatility over the last few weeks can by unnerving. Our message to clients -- we have a plan in place for you and your family that takes into account the market's ups and downs. You can focus on what's important to you, and we'll focus on our disciplined, long-term approach to meeting your goals.
From Warren Buffett to Jerry Seinfeld, here are some of our favorites!
What's the probability that your funds or ETFs will "beat" the markets over the next 10 or 20 years? If they are "active" funds, meaning the managers try to win by picking stocks or timing when to get in or out, the odds aren't very good.
Stock returns are volatile, but nearly a century of history shows that the good times have outshined the bad times.
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.
2023 was a roller coaster of a year in the markets. Stocks soared and bonds rebounded. Here's our review.