Index investing might be suffering from a stealthy increase in concentration risk. If you’re a "buy and hold" investor, you may want to look closely at your "eggs" to ensure they aren't all in one cap-weighted basket. 🧺📉
#StockMarket#Investing#S&P500
The fear most retirees don't talk about? Not death but running out of money.
Our latest blog unpacks 4 big retirement planning questions: longevity risk, spending psychology, sequence of returns risk, and how to know if you've saved enough.
Worth a read: https://t.co/yrGHzWHEia
A fiduciary duty of care should mean more than just a one-time meeting. Life changes fast; your management plan should be able to keep up. Without planning for contingencies, things could go wrong. Consistency in evaluation is key. 📊
#WealthManagement#Fiduciary#Finance
Back on the air! We discussed why the next leg of the AI trade could be found in industry-wide integration rather than just hardware. 🤖
On the tax front: with rates steady for now, taxes could essentially be viewed as "on sale."
#MarketUpdate#AI#Taxes
Credit card debt might be hitting all-time highs, but how you use it could change the game. Brian Lindberg discusses why we may be seeing a shift toward "necessity" spending and how strategic credit can fund a side hustle if you have the guardrails. 📺👇
#Finance#Credit
Spring travel is picking up! To avoid the "vacation hangover," you might consider compartmentalizing your spending.
Patience can be your best friend in a volatile market. 📈
#Finance#Investing#RealEstate
Trying to time the market could be the biggest mistake you make in 2026. Your strategy should be about "tomorrow," not just today's headlines.
Understanding your cash flow might be the most important move you can make right now.
#Finance#MarketUpdate#WealthManagemen
Geopolitical conflict leads to uncertainty, and uncertainty leads to volatility. Could the Iran conflict be a threat to your portfolio?
I joined @13NewsNow to explain why this is likely a "knee-jerk" reaction.
#Investing#Iran#MarketVolatility#OilPrices
@ScottMinerd You people need to show respect.. He manages 300 billion while most of you haven't made 1m yet per year. You truly have no idea how important or powerful he is. I met with him at functions for a 80 billion dollar client of his. He can't control the FED or politicians.
The Federal Reserve is doing all it can to provide liquidity to the markets and ensure stable financial conditions, but no amount of rate-cutting or quantitative easing will make a difference in the progress of the virus. https://t.co/hsL8aY2Umz