How Do We Choose The Funds We Use?

Does it seem like there has been an extra level of uncertainty lately that is threatening your investment plans?

Investing in I Bonds

Protecting your wealth is mostly about building and maintaining a well-structured investment portfolio with a few anti-inflation elements.

The US stock market had positive returns in 17 of the past 20 calendar years, despite some notable dips in many of those years.

Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the United States.

After looking at interest rates and inflation, let’s talk about what an investor should do when interest rates and inflation are on the rise.

Inflation is the rate at which money loses its purchasing power over time. Let’s take a look at some factors that help us measure inflation.

At its March 15–16 Federal Open Market Committee meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point.

The US stock market has averaged about a 10% annual return since 1926, but it is usually well above or below that mark in a given year.

Have you been reading the daily headlines and watching the markets stall and recover, just to dip once again?

In part two of our report on direct indexing, we further analyze the topic to determine if direct indexing is worth it.