Bear vs. Bull Market: What Retirees Need to Know
“The investor’s chief problem and even his worst enemy is likely to be himself.” — Benjamin Graham Quite often, markets remind us that uncertainty is simply part of investing. Our behavior, emotions, and how we react to them matter far more than
How to Save for Your Baby’s Future: Financial Planning for New Parents
Key Takeaways: Plan for the often-underestimated costs of your baby’s first year, including childcare and medical expenses. Strengthen your financial safety net with adequate emergency savings and updated insurance coverage. Take advantage of tax benefits and credits available to new parents.
Why Rebalancing Matters: Keeping Your Portfolio on Track
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain discipline, and help investors stay
What the Iran Conflict Means for Investors
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and recurring instability. The seriousness of this
Geopolitical Conflict and Markets | A Brief History Lesson
Over the weekend, the United States and allied forces attacked Iran. Conflict in the Middle East continues. Lately (and sadly), this has become the norm of unsettling headlines. Consider recent examples: Russia invaded Ukraine, terrorist attacks, missile strikes, civil wars, and even regional conflicts, such as with ICE. If you watch the news, it’s likely you won’t miss these events. Depending on