While constant ups and downs in the market can be disconcerting, there are several upsides to market volatility.
While basic investing tips, such as maintaining a diversified portfolio, apply to everyone, the following investing strategies are particularly important for high net worth (HNW) investors.
Peter Mallouk breaks down what’s going on in the financial markets and what scenarios could unfold in his latest article.
Why should we own bonds at all if they are losing value? Let’s start with the basics. Like in sports where each position has a specific role within the team framework, so too should each investment play a unique role in your portfolio. The purpose of some is to achieve high, long-term returns, while others endeavor to outperform in inflationary environments, etc. Historically, one of the main purposes of holding bonds is to add ballast in your portfolio when stocks have significant declines.
For those of us looking to outpace the twin threats of inflation and taxes and see our money grow over the long haul, there’s no prudent alternative to stocks for the great bulk of our investment portfolios.
How to Choose the Right Type of Retirement Account When it comes to saving for retirement, one of the most common questions clients ask is, “What’s better, a Roth IRA or a traditional IRA?” The answer is that there are pros and cons to both types of accounts, and the...