How Investors Are Reshaping Portfolios for 2025

The “How Investors Are Reshaping Portfolios for 2025” infographic offers a clear, approachable look at the trends shaping investor decisions in a challenging year.

Recent Blog Posts

Market Recap Week Ended June 2nd

Personal Investor

June 4, 2023

Momentum shift Lifted by a strong monthly U.S. jobs report and the resolution of the debt ceiling battle, stocks rallied on Thursday and Friday as the major indexes posted weekly gains of around 2%. The results pushed the S&P 500 above a narrow range that it has traded in since the start of April.

Achieving Financial Independence for Your Dream Retirement Cruises

Savings

June 2, 2023

If one of your retirement dreams is to embark on cruises, achieving the financial independence necessary to enjoy the lifestyle you have diligently saved for entirely is essential. By accumulating sufficient savings to cover your expenses, you empower yourself to make choices about your lifestyle that may have otherwise been out of reach.

"The investor of today does not profit from yesterday's growth." - Warren Buffett

Personal Investor

June 1, 2023

This quote suggests that investors should not assume that the historical growth or success of a particular investment or company will automatically lead to future profitability.

77 percent of women believe if they had a financial advisor to help them, they’d feel more confident about their financial future.

Personal Investor

May 31, 2023

A 2021 Fidelity study found that 64 percent of women want to be more financially active.

Are you considering an early exit from the workforce and dreaming of an extended retirement?

Retirement

May 30, 2023

While it may seem enticing, it's essential to recognize that a lengthy retirement can have its share of unexpected downsides. Let's explore three potential drawbacks you might have yet to consider, along with strategies to help you prepare for them.

Weekly Market Recap Week Ended May 26

Personal Investor

May 28, 2023

Mixed market U.S. stock indexes started the week on a negative note but shifted in a positive direction on Thursday and Friday. Results varied widely, with the NASDAQ posting a 2.5% total return, the S&P 500 adding 0.3%, and the Dow slipping 1.0%.