by | | Allgen, From the Trade Desk, Fundamentals of Investing, Uncategorized
Read through the blog here, or skip to Jason’s Managing Risk in Your Investments video below. Key Takeaways: A portfolio that falls less than the market doesn’t need to beat the market on the upside to outperform over the long run – a portfolio that loses less...
by | | From the Trade Desk, Learn How To Invest, Maximizing Your Investments, Retirement Investing
Key Takeaways: Investing in gold is pure speculation as there are no cash flows backing it nor does it earn a yield. Although it may be tempting, it is usually never a good idea to sell more than 10% of your portfolio to invest in gold. In small percentages, investing...
by | | From the Trade Desk
Key Takeaways: We expect the debt ceiling to be raised in time to avoid a default – keep in mind that the media typically plays into the drama of it all to gain viewership. Our investment philosophy is to manage risk first, which we typically do through proper...
by | | Company News, Featured Posts, From the Trade Desk, Industry News, Market Commentary, Market Updates
Read through our market commentary here, or skip to Jason’s March 2023 Market Update video below. The History that Led to Bank Failures in 2023 To properly understand the recent events in the banking sector, specifically the failure of Silicon Valley Bank (SVB),...
by | | Allgen, Featured Posts, Financial Planning, From the Trade Desk, Maximizing Your Investments
Inflation Numbers from July 13, 2022 Higher than expected inflation numbers were published on July 13, 2022. US Inflation, which measures the price-change of a basket of goods and services in the US, increased by 9.06% over the 12 months prior to June 30, 2022; a...
