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

"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1" - Warren Buffett

Personal Investor

May 25, 2023

Buffett's first rule, "Never lose money," highlights the principle of capital preservation. He believes protecting your capital should be a primary focus because losing a substantial portion of your investment can significantly hinder your ability to generate long-term returns. By avoiding significant losses, you can ensure that your capital remains intact and has the potential to grow over time.

Why the next economic recovery may be stronger than expected.

Personal Investor

May 25, 2023

While many investors are focused on the timing and severity of the next recession, Jared Franz has turned his focus to longer term questions: What could be the catalysts for a subsequent recovery? And what are some of the implications of that recovery for investor portfolios?

Effective Strategies for Increasing Your Retirement Savings Beyond 50 Years Old

Savings

May 24, 2023

Maximize your contributions to retirement accounts: Take full advantage of contribution limits in your retirement accounts, such as 401(k) plans or IRAs. For individuals aged 50 or older, catch-up provisions allow additional contributions beyond the regular limits.

As investors worry about a recession, what steps can you take to boost your financial security.

Personal Investor

May 23, 2023

Diversify your portfolio: Diversification is a fundamental principle of investing. Spread your investments across different asset classes, such as stocks, bonds, real estate, commodities, and various industries and geographic regions. This helps reduce the risk associated with any single investment and can mitigate the impact of a recession on your overall portfolio.

Weekly Market Recap: Week Ended May 19

Personal Investor

May 21, 2023

The major U.S. stock indexes posted weekly gains, with the NASDAQ outperforming the S&P 500 and the Dow for the fourth week in a row. The S&P 500’s gain of 1.6% lifted that index above a narrow range that it had been stuck in since the start of April.

"The stock market is a no-called-strike game. You don’t have to swing at everything – you can wait for your pitch." - Warren Buffett

Personal Investor

May 19, 2023

In baseball, a "called strike" refers to a pitch deemed a strike by the umpire without the batter attempting to swing at it. By saying that the stock market is a "no-called-strike game," Buffett means that as an investor, you are not penalized for letting opportunities pass by without taking action. In other words, you are not obligated to invest in every stock or opportunity that comes your way.