Financial Advisor Insights

Should You Rebalance Your Investments When the Market is Up or Down?

Whether the market is setting new highs or in the midst of a downturn, investors need to think a few steps ahead to ensure they’re prepared when current conditions change—that’s where rebalancing […]

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How to Prepare Your Finances for a Recession or Prolonged Market Downturn

Getting your finances in order for an extended period of economic difficulty or losses in the stock market will depend on your life stage and financial situation. The coronavirus outbreak has already […]

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Don't Get Taken Down When Your Employer's Stock Sinks

The coronavirus outbreak is yet another example of the dangers of having too much company stock. Some C-level executives are required to hold a certain amount, but many employees voluntarily […]

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Should You Keep Investing Through a Recession?

There's a lot we know about the current state of the stock market, but we can only make an educated guess as to where the economy goes from here. Both are sobering to think about. As of the writing […]

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The U.S. is in a Bear Market. There Could be a Recession. But This Isn't 2008.

Are We Headed For Another Financial Crisis?

It happened on March 11th: after 11 years, the S&P 500 once again entered a bear market. Defined as a decline of 20% or more from recent highs, this is the […]

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Should You Go To Cash Until The Market Recovers Or Ride It Out?

When the stock market is in turmoil, many investors are tempted to go to cash and wait for the dust to settle before getting back in. One of the issues here is how to time your exit and entry—unlike […]

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During Times of Market Volatility, Focus on What You Can Control

Amidst the vast uncertainty in the markets right now, it’s more important than ever for investors to understand the benefits—and limitations—of diversification. Having the right investment mix for […]

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Where Can You Hide When the Market is Down?

The globalized nature of the world economy makes diversification a tall task. Although past performance is not indicative of future results, history can be a helpful lens to view how the market has […]

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A Market Update on the Impact of the Coronavirus

Putting recent volatility into perspective

The COVID-19 virus has roiled the global financial markets in recent days, dominating the headlines. Although the virus does present real risks, it's […]

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Taking a Closer Look at U.S. Equity Indices

The S&P 500 is often used as a measure of the entire US stock market, and for good reason, but that sometimes leads investors to believe they need only invest in a fund that tracks the famed index. […]

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