While we cannot predict what the investing landscape will look like in the future, we can certainly lean on the historical data and trends within the investible dividend universe to make informed asset allocation decisions.
Here's our take on what happened in the markets in 2022, and how a long-term plan can help you regardless of what happens in 2023.
While uncharted territory may test our investment fortitude in the heat of the moment, it's important to have a set of principles to refer to in these uncomfortable times.
A historical analysis of US-domiciled equity funds has found no meaningful relationship between market volatility and outperformance by active managers. In other words, traditional active investments may give you more concern than comfort during market uncertainty.
Used properly, an HSA is a great way to build tax-free wealth via deductible contributions, investing for growth over time, and taking tax-free distributions and reimbursements later.
A long-term investment strategy focused on global diversification can position an investor’s portfolio to capture the returns from thousands of companies across the globe.