While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.

When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.

SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.

You can consider putting excess cash into a money market fund, short-term U.S. Treasury bonds, or a short-term bond mutual fund / ETF.

The future of the housing market is uncertain, and its resilience will be a crucial factor in the broader economic landscape.

It’s important to recognize how difficult it is to predict what will happen in the short-term for investment markets, and how much margin for error there should be for any prediction.

The market’s reaction to tech in the first quarter is another reminder of how hard it is to time and predict the market, even if you “know” what is going to happen.

On the recent bank distress and investment markets.

For 2022, the bond asset class started the year with extremely low yields and less desirable return expectations. Going into 2023, the higher yields provide bond investors with a brighter outlook!

The end of the year provides a great time for us to reflect on recent experience to divine lessons to help us going forward.

History has shown that over long periods of time, gold has often failed to outpace inflation, even before considering fees.

As advisors and professional investors, we hold vivid memories of the times when markets are volatile and bear markets ensue.

We explore what is a recession, how the US stock market has performed before and after a recession, and how an investor can prepare for recessions.

Series I Saving Bonds provide many of the benefits of TIPS, but may be even more beneficial during times of heightened inflation.

Global stock and bond markets have been tested by inflation many times in the past, and these markets have historically demonstrated their resilience in providing returns higher than inflation over time.

I would suggest that hoping things get back to “normal” would be inconsistent with history, and that moving optimistically forward in spite of fear, uncertainty, and doubt has been rewarded in the past.

In my opinion, investing is arguably the most competitive field in the world. So what differentiates a great investor from the rest?

To help you better understand cryptocurrencies, we provide a short history, potential benefits, concerns, and how your portfolio can potentially benefit from cryptocurrencies.

We summarize structured notes as well as detail concerns we believe investors should understand before investing one penny.

We believe that trying to time when to get in and out, or what to buy and sell, represents little more than gambling.