Does it make more sense to pay off your mortgage or increase the amount you invest? To make the most informed decision, we encourage all our clients to consider the benefits and drawbacks of each decision.
An individual’s buying power can quickly be eroded during periods of high inflation. The following tips can help position your portfolio to perform.
Who Should Consider Investing? Not all diversified portfolios are created the same. Each requires a tailored mix of asset classes, namely stocks and bonds. Stocks drive the growth of a portfolio, whereas bonds provide income and capital preservation. Not all bonds are...
Understanding some basic things about your 401(k) can help you build your wealth effectively. Here are four things you can do to take advantage of your workplace retirement plan.
Disciplined investors understand not only that market downturns occur but also the opportunity that follows them.
This month, Peter Mallouk and Jonathan Clements discuss today’s widespread pessimism — and why it should make investors optimistic about the financial markets. They also discuss opportunities presented by this (and every) bear market and offer tips on Roth conversions and term life insurance.
This month, Peter Mallouk and Jonathan Clements discuss how high demand, low unemployment, and supply chain disruptions played into the current bear market, what this bear market has in common with bear markets past and why market timing doesn’t work.
This month, Peter Mallouk and Jonathan Clements discuss how this bear market differs from others in recent history, what options to consider if you have extra cash to invest and why you might want to rebalance.