In the world of investing, we’ve all heard the phrase, “Don’t put all your eggs in one basket.” It’s solid advice that emphasizes the importance of diversifying your investments. Unfortunately, some ...
Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question ...
Target-risk strategies are worth reconsidering in light of evolving investor demands. These precursors to target-date portfolios have gained new life as the strategy of choice in the fast-growing ...
Tax diversification is an investment strategy that uses tax-advantaged, fully taxable and tax-free investment accounts to help lower taxes. Diversification is the name of the game when it comes to ...
Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...
A useful toolkit provides multiple ways to tackle a task. Similarly, a diversified portfolio that holds a variety of assets—stocks, bonds, cash, and more—allows you to cope with volatile markets while ...
In the world of investing, we’ve all heard the phrase, “Don’t put all your eggs in one basket.” It’s solid advice that emphasizes the importance of diversifying your investments. Unfortunately, some ...
In the world of investing, we’ve all heard the phrase, “Don’t put all your eggs in one basket.” It’s solid advice that emphasizes the importance of diversifying your investments. Unfortunately, some ...