One of the most common questions investors ask is, "How do I determine the right asset allocation?" Asset allocation is essential to building a balanced portfolio, and the key factors to consider are your ability, willingness, and need to take on risk. In this post, we’ll break down these three components to help you better understand how to structure your portfolio for long-term success.
The 80% rule is a critical component of homeowners’ insurance policies that ensures you are adequately covered in the event of a loss. By insuring your home for at least 80% of its replacement value, you can avoid paying out-of-pocket costs after damages.
Perspectives on markets and economic conditions in Q4.
The anticipation building up to elections often raises questions about how financial markets will respond. However, the outcome of an election is only one of many inputs to the market. This interactive exhibit from Dimensional examines market and economic data for nearly 100 years of US presidential terms. It shows a consistent upward march for US equities regardless of the administration. This is an important lesson on the benefits of a long-term investment approach.
The last quarter of 2024 is here. Clayton Johnson from Squire Wealth Advisors and Brian Haywood from Buckingham share some insights on the market!
As election season approaches, it’s natural for investors to feel a bit jittery. After all, the stakes are high, and the political landscape can seem like a rollercoaster. But fear not! History shows us that the stock market has a way of marching to its own beat, regardless of who holds the reins in Washington. Let’s dive into reasons to be optimistic and keep your investment strategy steady.