Stock Market

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Weekend Reading: Challenging The High-Dividend-Yield Stock Narrative

Many investors favor dividend-paying stocks, believing they offer superior returns and reliable income. However, the academic community disagrees.

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Weekend Reading: Risk in Retirement: What's the Right Level for You?

It's natural to become more cautious with your investments as you approach or enter retirement. Understanding what "risk" really means for you is critical.

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Weekend Reading: When *Not* To Rebalance?

Rebalancing your portfolio – buying and selling to maintain your desired risk level – is a common investment practice. But how you decide when to do that matters!

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Weekend Reading: How You Average Matters

Your average return matters, but more than that, how you average matters.

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Weekend Reading: Ain't That Unusual

f you haven’t yet, you’ll see it in the news headlines soon; Tales of tumultuous future market performance based on which presidential candidate wins the 2024 election. But how serious can you take these forecasts, really?

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Weekend Reading: Stocks Have Not Always Beaten Bonds. Should You Care?

The long-standing assumption of a consistent six-plus percent annualized return for U.S. equities, as supported by historical data, is being challenged.

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Weekend Reading: What Comes After a Good Year in the Stock Market?

The stock market experienced significant gains last year, but you might wonder, will that continue into 2024? Despite concerns that positive trends cannot last, historical data reveals good years in the market can in fact come in clusters.

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Weekend Reading: Will 2024 Be an Up Year for the Stock Market?

The positive momentum from the market’s performance last year appears to be spilling into 2024 as of now, and investment guru Nick Maggiulli believes it might continue to stick around.

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Weekend Reading: What Investments Actually Beat Inflation Since 2020?

Your biggest lesson here should be the importance of investment diversification and having a personalized framework to follow, as both will help keep you on track in the midst of inflation and interest rate cycles.

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Weekend Reading: Do Stocks Get Safer The Longer You Own Them?

The stock market will never be “safe”, and while this is important to recognize, it doesn’t mean it still can’t be a valuable tool for you in retirement.

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Weekend Reading: Four Threats to the Distribution Phase of Retirement

You may find – like many of the families we meet with – that the distribution phase of retirement is often the most challenging. However, it can be greatly simplified by focusing on a handful of key risks.

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Weekend Reading: 4 Dangerous Assumptions That Could Hurt Your Retirement Plan

Your retirement goals, dreams and financial situation are all unique to you. The journey your neighbor made to and through retirement will not mirror yours, which is why you should be wary of assuming anything when it comes to your personal path.