Many retirees have to sell stocks each year to fund their lifestyles and stay afloat, but you don’t want to have to sell ...
How to design the right investment plan … specific action steps to take today … preparing for whatever the market brings this year The S&P just closed out the year near record highs… But while we ...
The world’s most celebrated photographers have mastered not only their craft but also the art of showcasing it. Building a photography portfolio is absolutely essential for anyone pursuing a ...
It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...
A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...
Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Treasury inflation-protected securities (TIPS) may be the ...
Could a recession be on the horizon? Some pros say yes. Prediction firm Polymarket places a 34% chance of a recession happening in 2025, and Statista reveals a 33.56% probability of a recession by ...
Unless you happen to be an average-size person with perfectly balanced proportions, the clothing you buy may or may not fit perfectly. A skilled tailor can make a wardrobe seem almost custom-made by ...
As much as I dislike AI, it’s hard to disagree that it has its use cases. As a purely scientific tool, it’s a great way to sweep through troves of documents, research reports, news, and distill trends ...
If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...
Comfort Systems USA now dominates my portfolio after a strong rally, but its high valuation raises concerns about future returns. FIX's fundamentals remain robust, driven by AI, data center buildouts, ...
My dividend growth portfolio, launched in 2021, was initially designed as a 'Never Sell' long-term wealth builder. Read about why I'm changing my approach.