Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over rising interest rates, a global …
Why Investors Should Avoid Overconcentration
A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation package or they may have …
Get a Jump Start on Your 2022 Taxes
As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on next year’s taxes can help …
How Rising Interest Rates Impact Investments
In an attempt to control inflation, the Federal Reserve has signaled its intention to raise the federal funds rate (currently set at zero) three times in 2022. This will effectively …
Empowering your Financial Fitness
Stepping into fresh beginnings by setting ambitious, yet manageable goals January is the month of New Years Resolutions. Did you know that, according to U.S. News and World Report, 80% …
Bond Market Update
December 2019 Written by: Brett Power, CFA®, CFP®, MBA Who wants to talk about bonds? These mundane, low return investments are only for the exceptionally conservative and older investor… right? …
November Equity Update
Market Update Written by: Brett Power, CFA®, CFP®, MBA November 2019 The stock market has once again hit new all-time highs. This is in no small part driven by last …