Despite a strong +14% YTD gain in the S&P 500, much of the growth is driven by a few mega-cap tech giants and speculative, pre-revenue stocks. Here’s why disciplined investors should stay focused on profitable, enduring companies.
Back in 2005, I met people who believed their bank stocks would “never go down.” By 2009, those same investors lost everything. Here’s what their stories taught me about diversification, discipline, and the danger of overconfidence.
Explore strategies to prevent your portfolio from following the path of once-great companies that eventually faded away.
As market fluctuations continue to make headlines, what strategies can you implement to ensure your investments remain aligned with your long-term goals?
Dive into Buffet’s principles for navigating market sentiment, from fear to greed, and gain valuable insights for your investment journey. Do you know how to navigate the ever-changing landscape of investing?
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
In a recent consult, ‘Kevin,’ a high-achieving 50-year-old, uncovered a -55% year-to-date loss in his trading account—could this be the wake-up call you need to reassess your investment strategy?
As the stock market defies pessimistic forecasts with a surprising 23% surge, could a robust financial strategy be your shield against the upcoming uncertainties of 2024?
Wondering how to fund your kids’ college education? Join me as we explore the ins and outs of the 529 College Savings Plan and other options.
How can you ensure your financial plan stays resilient in the face of unpredictable market swings?
Laugh along with “Uncle Rico’s” investment antics this Thanksgiving, but don’t forget the serious lesson, a steady financial plan beats risky moves any day.
Sticking to your plan and thinking about the long term can help you deal with ups and downs in the stock market and build wealth for the future.