Read through our market commentary here, or skip to Jason’s April 2022 Market Update video below. In the first quarter of 2022, markets have dealt with major events like Fed rate hikes, inflation hitting 40-year highs, and the Russian invasion of Ukraine, not to...
What Are Active & Passive Investing? There are two approaches or schools of thought when it comes to investing: Active investing – the portfolio manager attempts to outperform a standard index or benchmark by making proactive investment decisions Index investing –...
What Is Dollar Cost Averaging? Dollar cost averaging is another strategy in investing where investors contribute an equal dollar amount periodically into their investment accounts over time. The outcome of this strategy is: When prices are low, the contribution buys...
Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
What Is Rebalancing? When you diversify your portfolio, you will arrive at your target asset allocation, a defined set of proportions for each asset class. The main asset classes that typically make up allocations are stocks and bonds but you may include other...
