Investing
Market Update May 13, 2022 [Video]
This week the market saw very volatile moves. We cover this in today’s video understand what’s happening so you can be confident and stick with your financial plan.
Incredible Performance Divergences in First Quarter 2022
There have been incredible performance divergences in the first quarter of 2022. Commodities have done great, but stocks and bonds have performed poorly. We review how each asset class has done so far this year and provide our view on how the rest of 2022 may play out.
Investment Impact of Ukraine Invasion
No doubt you’ve been watching the escalating situation with Russia and Ukraine. Here’s two observations for investing in uncertain times.
Is the 60/40 Portfolio Dead?
Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees.
Central Banks Signal Higher Interest Rates are Coming
Global central banks are making it clear that higher interest are coming. This is a significant shift in the investment environment, one we haven’t seen in 15 years. What does this mean for stock and bond markets and what can you do in anticipation of more volatile markets?
Will Value Stocks Beat Growth Stocks in 2022?
As we head into 2022, a key question on the minds of many investors is: Will Value stocks beat Growth Stocks? Find out what the difference between growth and value stocks is, and why we think value stocks may finally start outperforming growth.





