Investing in both Growth and Value through a broad market index helps minimize the risk of having to endure high degrees of underperformance while also reducing taxes by decreasing portfolio turnover.
There is good news – corporate profits are strong, inflation may be cooling, and valuations look very reasonable now. (Meaning the stock market is on sale!) Read on ...
During periods of volatility, we are often able to “make lemonade out of lemons” by smartly rebalancing and offsetting gains with some losses. Read on ...
We’ve figured it out…and we’ve been doing it successfully for decades.