The 'New Normal' Of Growth Stock Dominance
It pays to be big. And it's a good time to be on team growth.
BofA, Goldman Sachs Latest On Wall Street To Lift S&P 500 Index's Annual Target
BofA Global Research and Goldman Sachs on Tuesday became the latest Wall Street brokerages to raise their year-end targets for the S&P 500 index.
Flexible Plan: Benchmarking That Actually Makes Sense
This time of year, plenty of people pack up for a weekend escape and head “up north”—to a lake, a cottage, or just a change of scenery. It’s a familiar summer ritual, especially here in the Midwest. It’s also the time when many investors receive their quarterly performance reports. Naturally, the big question is: “How did I do?” But the answer depends on what you're comparing your results to.
GeoWealth: The Potential Pitfalls of DIY Portfolio Management
Since most of the hard work that goes into managing our portfolios is not apparent to an outside observer, some prospective clients ask, “Why don’t I just manage my own portfolio?”
There's more to it than meets the eye.
These days anyone can buy mutual funds or ETFs and build their own portfolio. But here are some things to consider before going down that path.
Fund Selection
Selecting building blocks for your portfolio takes skill and experience. Yes, anyone can buy funds, but choosing the right ones is not as easy as it looks.
Amplify: 60/40 Has Run Its Course
Rethink how you manage risk and capture opportunity
Recognized for decades as the “go to” portfolio to reduce volatility, mitigate risk and generate higher returns in diverse market and economic conditions, the 60% stock/40% bond allocation’s reputation (and investors’ balances) took a hit in 2022 when both stocks and bonds posted double-digit losses1.