Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues. This article considers three common mistakes that can reduce returns and increase anxiety.
Uncertainty Is Underrated
What happens when you pass away without a Will/Trust
The Importance of Reviewing Your Trust
401k Oversight Committee Best Practices
2023 Q4 Quarterly & Annual Market & Portfolio Report
You Can Do Better than Indexing
Return to Sound Money: "Single best economic & financial development in the last 20 years.”
Magnificent 7 Outperformance May Not Continue
This is a cautionary tale for investors expecting continued outperformance from the Magnificent 7. In fact, rather than seeking additional exposure to these mega cap stocks, investors should ensure their portfolios are broadly diversified to capture the returns of whatever companies ascend to the top in the future.