Category: Stock Investing
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What Is Market Volatility And How Does It Impact You?
Market volatility is the measure of how sharply stock prices rise or fall over time. A stock trading at $100 can easily swing to $110 one week and drop to $90 the following week. These swings reflect investors’ reactions to news, earnings reports, or economic data. Volatility is a double-edged sword. It can let you…
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Diversifying Your Portfolio: Strategies for Balanced Wealth Growth
Diversification is a wealth strategy that reduces risk by spreading investments across asset classes, sectors, geographies, and more. Core strategies include asset class diversification, sector and industry exposure, global vs. national investments, and a mix of investment styles. Balanced portfolios smooth out volatility while keeping you liquid enough to seize opportunities or handle emergencies. We…
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What is Investing Risk and Reward
Evaluating Risk/Reward Propositions No guts, no glory! High risk, high reward; low risk, low reward. These clichés are true, but when it comes to investing risk and return, one should know what investing risk is and seek to understand how risk relates to the potential benefits. One needs to have the courage to take risks,…
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Weathering the Storm: A Guide to Navigating Market Turbulence
Picture a beautiful day at sea in a boat. The sun is shining, the sky is clear, and the waters are peaceful and still. Without warning, a storm rolls in. Amidst howling winds and crashing waves, your boat is tossed about, threatening to capsize. While this might sound like a day gone wrong, it’s also…
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What is a Fiduciary Financial Advisor?
Why Fiduciary Responsibility is Important to Clients A fiduciary financial advisor represents the pinnacle of trust and ethical standards in the world of financial management. However, what is the fiduciary responsibility they carry? What does fiduciary responsibility mean? Essentially, these professionals are legally obligated to act in the interests of their clients and must set…
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International Womens Day
International Women’s Day Women and Investing This year’s International Women’s Day is on March 8th. To celebrate, we wanted to write about women’s roles and views about investing. At first glance, it may be a little disheartening to see low investing participation numbers, but the future is bright as more and more younger women are…
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Beginner’s Investing Guide
Beginner’s Investing Guide Saving for Retirement For the last 6 decades, it has become harder to save for retirement. Costs have skyrocketed, and incomes haven’t kept pace with inflation. Do you remember the time when a one-income household was enough? This was generally the case for the mid-20th century from the end of World War…
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Do You Need an Emergency Fund
Do You Need an Emergency Fund? Having an emergency fund is the foundation for building and protecting wealth. Whether you have millions of dollars or are millions in debt, everyone needs an emergency fund. Your Financial Foundation If you have credit card debt (or other loans) and want to get out of it, you still…
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Is Your Financial Advisor Worth It
Is Your Financial Advisor Worth It? How Much Does Your Financial Advisor Really Cost? Financial advisors can provide valuable guidance and support as you work towards your financial goals, but how much does investing with a financial advisor really cost? Figuring that out will help you answer the question, “Is your financial advisor worth it?”…
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Index Funds Or Actively Managed Funds
Over the last decade or so, index funds (also called passive funds) have grown in popularity vs actively managed funds. Index funds are a type of mutual fund that is composed of stocks that mirror a financial market like the S&P 500. Their popularity is well deserved because these funds charge very low fees and…
