The Anatomy of an Index
THE ANATOMY OF AN INDEX Did you know that an estimated $13.5 trillion in assets are indexed or benchmarked to the Standard & Poor’s 500 Composite Index, including $5.4 trillion in index assets? [1] The S&P 500 is...
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Did You Know About These Cryptocurrency Pitfalls?
Between the stories we see on the internet, the countless memes, and the growing library of buzzwords, it’s hard to research today’s economy without running into some references to cryptocurrency. According to the...
Read MoreRisk Management: Asset Allocation
Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to be forward-thinking enough to handle the whims of the market but...
Read MoreRisk Management: Market, Interest Rate and Currency Risk
RISK MANAGEMENT MARKET, INTEREST RATE, AND CURRENCY RISK Currency Risk History has shown that successful investing requires discipline and patience. When emotions and investment risks run high, it can be easy to lose focus on...
Read MoreUkraine and Market Volatility
What is unfolding in Ukraine is extremely troubling. As Russia presses its military advantage, it is inspiring to see Ukrainians defending their country. And while the images of fleeing refugees and bombed out maternity wards...
Read MoreMonthly Market Insights | March 2022
US MARKETS Escalating tensions in Eastern Europe upended markets in February, sending stocks lower for the month. The Dow Jones Industrial Average dropped 3.53 percent while the Standard & Poor’s 500 Index fell 3.14...
Read MoreThe 7 Best Books on the History of Money & Investing
There are so many great books about modern-day investing, but what about those on the history of the market? We have highlighted seven books that teach the history of money and investing so you understand how far we’ve come. ...
Read MoreWhy Modern Portfolio Theory Still Matters
Two different belief systems serve as the basis for investment decisions: the modern portfolio theory (MPT) and behavioral finance (BF). A basic summary of the two schools of thought: the MPT focuses on the optimal state of the...
Read MoreCelebrating National Small Business Week: What to Know About Investing in Small Businesses
Starting Sept. 13, we’re celebrating National Small Business Week – specifically the “resilience and renewal” of those businesses who have conquered the challenges of this past year.1 Did you know that over 50 percent of...
Read MoreValue vs. Growth Investing: What’s the Difference?
At different periods of time, the stock market appears to favor one of two stock types – value stocks or growth stocks. Since the 2008 market downturn, for example, the market has primarily favored growth stocks. But some...
Read MoreRetirement Happy Factor: Guaranteed Lifetime Income
How can you increase your happiness in retirement? Are there secrets you can discover that will help increase your retirement satisfaction? If you’re a science-minded individual, you may want to explore what the research says...
Read MoreFebruary 2021 Economic Predictions
It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...
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