Financial Insights Archives
The Uncommon Average
The US stock market has delivered an average annual return of about 10%. Most years, though, have been a lot different than the average. Understanding the range of outcomes can help increase the odds of a successful investment experience in the long term. To learn more, download our free issue brief, The Uncommon Average.
Read MoreInvesting vs. Gambling
Market Commentary: First Quarter
REBOUND! It’s what we might have been yelling at the TV as we watched our favorite team during the men’s NCAA basketball tournament. March madness is certainly an exciting time for basketball fans as they anticipate their tournament bracket doing well. REBOUND is exactly what has happened to global equities over the last three months.…
Read MoreTaxes: How Contributing to your Retirement Plan Can Help Reduce Them
Mutual Funds vs. Exchange-Traded Funds (ETFs)
Understanding the ABC’s of Mutual Fund Investing
Fee-Only vs. Fee-Based vs. Commission-Based Advisors
Market Commentary: Fourth Quarter
2018 is a wrap. In a year where we had the World Cup, the Winter Olympics, an election, restructured trade deals, and many other events, people are still very interested in their investments, making money, and achieving their financial goals. According to Google Trends: the most searched “what is…?” was “Bitcoin.” Number seven for “How…
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