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Category: Investing

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  • Current & Economic Events, Investing
6 min read

Special Update: Iran and Long-Term Investing

As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran's Supreme Leader is confirmed to have been killed, and Iran has retaliated with missile and drone attacks across the Middle East. The situation is evolving rapidly, and without taking away from the severity of these events, investors will naturally have questions about what this means for markets, oil prices, and their portfolios.
A magnifying glass focuses on a digital bar chart and line graph with financial data, highlighting a rising trend with a dollar sign.
  • Financial Planning, Investing
6 min read

The Importance of Earnings for Long-Term Portfolios

As the corporate earnings season ramps up, markets are shifting their focus from geopolitical concerns to tangible evidence of how businesses are performing. With the stock market hovering near all-time highs, questions around valuations and the sustainability of recent profitability trends have become increasingly important.
Stacks of gold bars and American silver eagle coins are arranged together, displaying their detailed designs and shiny surfaces.
  • Current & Economic Events, Investing
6 min read

Gold and Silver: Current Portfolio Perspectives

Gold, silver, and other precious metals have rallied over the past two years, capturing considerable investor attention. Gold recently surpassed $5,400 per ounce, only to fall back more recently to under $4,700. This strong performance has lead many investors to consider investing in these assets. As with all investments, however, it's important to understand what has historically driven the price of precious metals versus other assets as well as how they may fit into a durable and well-constructed portfolio.
Older woman in a blazer holds a stack of U.S. dollar bills and looks upward with a thoughtful expression against a mint green background.
  • Financial Planning, Investing
6 min read

Are Investors Holding Too Much Cash?

For long-term investors, a growing challenge today is how to manage cash as short-term interest rates fall. What appears safe actually comes with real costs beneath the surface, since holding too much cash can quietly undermine long-term financial goals. This comes at an important time, when some investors find themselves with “cash on the sidelines,” including a record $7.3 trillion held in money market funds.
A hand holds a smartphone displaying an investing app with a portfolio value of $38,149.69, showing a green upward trend graph and blurred lights in the background.
  • Investing
6 min read

The Magnificent 7, AI, and Concentration Risk

The challenge facing investors today isn't whether artificial intelligence will transform the economy, but rather how to maintain portfolio balance as the market climbs to new all-time highs. While it’s tempting to focus exclusively on companies that have performed well recently, investing for long-term goals requires a thoughtful approach to both growth and risk management.
Floating currency symbols including dollar, euro, bitcoin, and yen are connected by white lines against a blurred gray background.
  • Current & Economic Events, Investing
6 min read

Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective

One of the biggest challenges for investors is balancing long-term goals with short-term market moves. This is just as true when financial markets are rallying as when they are struggling. New trends in the stock market, cryptocurrencies, commodities, and other asset classes naturally capture investor and media attention. This can create pressure to react to daily headlines and even lead to a fear of missing out.
  • Investing, My Money & Me
4 min read

Financial Literacy: How to Gain Confidence and Take Control of Your Future

Struggling with financial decisions? More than half of Americans lack basic financial literacy. Learn how to take control, avoid costly mistakes, and build a secure future with expert guidance from Griffin Black.
Close-up of a newspaper headline that reads "Fed rate cut." The text is printed in bold brown letters on a white background.
  • Investing
5 min read

What Federal Rate Cuts Mean for Investors

The Federal Reserve’s interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate, why the central bank is cutting rates and how the full rate cut cycle might play out are far more important.
A series of coin stacks in the foreground with a red financial graph line and world map overlaid, indicating economic trends or financial data analysis.
  • Investing
6 min read

How Carry Trades and Market Fragility Impact Investors

Learn how financial leverage, Japanese carry trades, and market pullbacks all contribute to market fragility – and how that can impact investors.
Close-up of a gold-framed analog clock showing the time as 10:11. The clock face features black hands, black numerals, and the word "Timex" printed on it.
  • Investing
6 min read

The Tyranny of the “Best” Decision

When is the best time to invest your money? The answer is that it's better to start now than to never start at all.
Calendar page with push pins marking days on Tuesdays and Fridays, covering the 5th, 9th, 12th, 16th, 19th, 23rd, and 30th. The 30th is also circled in red.
  • Current & Economic Events, Investing
6 min read

How Dollar-Cost Averaging Can Help Investors Get Into the Market

There are investment methods for managing the emotions that come from market volatility. What should investors know about how they can stick to an investment plan through years and decades?
A vibrant graph displaying fluctuating financial data with an overall upward trend amidst a glowing background of bar graphs and bright lights.
  • Current & Economic Events, Investing
5 min read

What Dow 40,000 Means for Consumer Net Worth

The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year. While this has felt like a difficult year for many investors due to inflation, high interest rates, and growth concerns, the reality is that the broad market has achieved 23 new all-time highs. Other asset classes, including international stocks, commodities, and even gold, have surged alongside the U.S. stock market as interest rate expectations have fallen.
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