One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even remember what happened a minute ago. Prices change based on what’s happening right now and what people think will happen in the future. People have […]
International investing in equities, or stocks, can offer a number of potential benefits for investors. First and foremost, international investing can help diversify an investment portfolio. By investing in a range of companies in different countries, investors can potentially reduce the overall risk in their portfolio, as the performance […]
Stock market timing, or the practice of trying to predict when to buy and sell stocks in order to maximize profits, can be a tempting strategy for investors. After all, who wouldn’t want to sell at the top and buy at the bottom? However, the reality is that stock market timing […]
Year-end planning for 2022 has to account for three tax acts—the Tax Cuts and Jobs Act of 2017, the SECURE Act and the CARES Act. These three pieces of legislation offer clients five standout opportunities to lower their income for tax purposes. The first opportunity deals with required minimum distributions, which […]
Bear Markets Explained in 7 charts, 3 quotes and an article: Everything You Need to Know. Equity markets in general are down around 25% so far this year – led downwards by sectors such as technology (40%), healthcare (32%) and consumer discretionary (30%). Some of the most popular and storied companies […]