ASSET ALLOCATION

If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At...

REQUIRED READING: THE ECONOMIC REPORT OF THE PRESIDENT

In January, the White House released its 533-page book, “Economic Report of the President (2021).” If you haven’t yet made time to peruse this weighty tome, don’t beat yourself up. Most people don’t take the time to read the report—still others don’t even know it...

A DECISION NOT MADE IS STILL A DECISION

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”1 This investment inaction is played out in...

GLOBAL VS. INTERNATIONAL: WHAT’S THE DIFFERENCE?

With international stock markets comprising about 45.5 percent of the world’s capitalization, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with exposure to...

THE GREAT DEBATE CONTINUES: ACTIVE VS. PASSIVE

Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which is Better?” The fascinating aspect of this debate...