Staying invested and maintaining a personalized financial plan requires both discipline and perspective—but it’s one of the most important drivers of long-term
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Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing
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Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren Buffett quote suggests, it has often
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After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a
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As we begin the final quarter of the year, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession
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There’s a reason Fear of Missing Out has its own acronym; it’s an incredibly common affliction. When we combine FOMO with recency bias, we humans are especially
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Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy can leave you in the weeds
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Why do we prefer a total return investment strategy instead of seeking more concentrated dividend stock positions, even for retirees who are drawing income out
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There’s a popular perception that dividend stocks can deliver decent returns, while also creating a dependable income stream for spending in retirement or
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Behavioral finance is a field that merges the acumen of psychology with investments. The field is grounded on the belief that investors are prone to behavioral
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In our conversations with clients, we’ve been known to take aim at the media. That’s because bad things tend to happen to your personal wealth if you read
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Lee McGowan, CFA, CFP® recently discussed index fund investing with CNBC.
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