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Posts Tagged ‘Diversification’

Is it too Late to Start Saving in a 529 plan?

Growing up with three brothers, it was fairly easy to imagine the immense expenses associated with raising kids. Simple research will tell you that a family raising a child from birth to 18 years of age will ultimately result in expenses of greater than $230,000 (USA Today). While expenses decrease marginally when additional children come […]

Kaleb Strawn | April 19, 2018

Message In A Bottle

As I write this in November 2017 – things are unequivocally “good” in most investment accounts. In the last 12 months, the S&P 500 is up over 19%, the MSCI All Country World Index is up over 23%, and Emerging Markets are up over 31%. What’s more, these gains have come with nearly record low […]

Lars Phillips, CFA, CFP® | November 15, 2017

Diversification – Own the Market and Reduce Risk

Once an investor decides to put his money to work in the financial markets, naturally the first question he must ask himself is: What should I invest in? Often, newbie investors expect the answer to be a secretive stock pick or the “hot” company that is making headlines on TV. In fact, when I tell […]

Nick Wright | August 1, 2017