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Category: Investing

A hand points to "2022" on a rising financial graph with global currency symbols and an upward trend indicating growth from 2019 to 2023.
  • Current & Economic Events, Investing, Recent Events
5 min read

Five Investor Lessons for 2022
Illustration showing two stressed individuals next to rising stacks of coins, with upward-pointing arrows and percentage symbols, depicting inflation.
  • Current & Economic Events, Investing, Recent Events
6 min read

Worried About Inflation? Here’s What To Do
Construction workers in safety vests and helmets at a building site with scaffolding and various materials, under sunlight.
  • Current & Economic Events, Investing, Recent Events
7 min read

How Investors Can Navigate Growing Concerns in Q4 2021

As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion. Investor sentiment has shifted alongside this, swinging from bullishness to bearishness. This is understandable because, while the underlying trends are positive, it's no longer the case that the economy and markets have nowhere to go but up. Challenges such as the pace of growth, fears of stagflation, debt problems in China, Fed policy, the government debt ceiling and more are weighing on investors' minds. How can investors balance risk and reward with a long-term perspective during the final months of the year?
A city skyline at night with illuminated high-rise buildings and busy highways.
  • Current & Economic Events, Investing
4 min read

Why Investors Need Perspective Amid China and Fed Concerns

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week's virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?
The image shows the seal of the United States Federal Reserve System overlaid on a background of various US dollar bills.
  • Current & Economic Events, Investing
5 min read

Why Fed Tapering Shouldn’t Alarm Long-Term Investors

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week's virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?
Close-up of a calculator and pen on top of financial charts and documents with graphs and data.
  • Current & Economic Events, Investing
4 min read

What Valuations Are Signaling to Long-Term Investors

As the economy shifts from recovery to expansion, one challenge for investors continues to be the high level of valuations. In the long run, valuations are investors' best North Star since they don't just tell us how much something costs, but also what we get for our money.
Silhouette of a person standing and peering over the edge of a steep cliff.
  • Current & Economic Events, Investing
4 min read

Why Investors Need Perspective When Markets Decline

As it often does, the stock market has hit a rough patch due to concerns around the delta variant, economic growth, interest rates and more. Although no two market pullbacks are exactly alike, there have already been several periods of short-term volatility this year in response to similar headlines. For long-term investors, it's important to remember that these setbacks are a natural, expected, and manageable part of investing.
A globe with green land, forests, and water features solar panels and wind turbines, surrounded by clouds and a blue sky background.
  • Investing
5 min read

What Is “Sustainable Investing” and Is It Right for You?

Over the past several years, the idea of an investment strategy designed to promote a healthy planet and population has moved from being a niche project into the investing mainstream. You can invest in funds that align with a variety of environmental and social goals: companies with female CEOs, companies that promote anti-racism, carbon-neutral companies – there are endless possibilities. So what exactly does “sustainable investing” mean? And how should we define success when the goal is more than simply building wealth? Can we meet environmental or social goals without compromising the fundamentals of prudent – and successful – investment practices? Today, I want to look at one definition of a “sustainable” investment strategy. Understanding what it is (or can be) is important if you want to consider incorporating such a strategy into your own investment program.
A stock market graph with green and red lines showing upward and downward trends respectively, overlaid with various numbers indicating index values.
  • Investing
5 min read

The Market Seems Too High. Should I Sell Now?
A computer screen displays multiple financial graphs and data tables, tracking stock market trends and performance indicators.
  • Investing
6 min read

5 Investing Lessons to Remember as 2018 Winds Down
A woman wearing glasses, a white shirt, and sitting at a desk looks stressed while holding papers and looking at a laptop.
  • Investing
7 min read

Unhappy with your investment advisor? You’re not alone.
Statues of a bear and a bull stand in front of a historic building with arched windows and columns on a sunny day.
  • Investing
5 min read

Yes, Patricia, The Stock Market Is Volatile
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