2026 Portfolio Stress-Test: A Simple ‘What If’ Exercise Every Investor Should Do
Market optimism can breed complacency. The S&P 500 followed up its stellar 2024 finish with another strong year in 2025, posting an approximate 17.9% total return and extending its run of double-digit gains. Combined with the prior years' results, this stretch represents one of the most impressive multi-year rallies in market history, even as rising valuations and geopolitical risks remind investors there are still questions worth asking. The Federal Reserve's proposed...
New Year, New Portfolio: 7 Investing Moves to Start the Year Strong
Calendar pages flip to January and resolutions fill notebooks, yet many investors overlook the most practical New Year's resolution available -: taking control of their investment portfolios through strategic moves designed to improve long-term returns. The start of a new year offers a natural checkpoint for portfolio assessment and adjustment, providing fresh motivation to address issues that might have developed over the previous twelve months while market conditions shifted and...
The Power of Compound Interest (and Why You Should Start Early)
Your first paycheck sits in your checking account. You've covered your bills, grabbed dinner with friends, and there's still money left over. The smart voice in your head whispers about saving and investing, while another voice suggests waiting until you earn more or have fewer expenses. This moment - this choice between starting now or later - could be worth hundreds of thousands of dollars over your lifetime.The magic isn't...
How to Evaluate Your Investment Risk: Are You Taking on Too Much or Too Little?
When was the last time you really looked at your investment risk? For many of us, it's like checking the air pressure in our tires, something we know we should do regularly but often push to the back of our minds. But understanding your risk exposure is arguably the most important aspect of successful investing. Too much risk could mean devastating losses that take years to recover from, and too...