Category: The Market

How to Combat Emotional Investing: Mastering the Fear Curve

Thad Schlaud

In the unpredictable world of investing, the “fear curve” is an all-too-familiar emotional roller coaster that leads many investors to make decisions that ultimately harm their financial health. It’s this curve that drives people to buy at market peaks and sell at troughs, missing out on potentially lucrative opportunities. This…

Categories: The Market

Passive Investing, Actively

Nicole Standen

Index funds, which track the entire market or portions of it, do best for investors over time. These funds are called passively managed, because their components get selected automatically, according to index movements. But you shouldn’t be passive about managing them. You must be very active. A fundamental principle I…

Categories: The Market

Opportunities & Challenges in This Labor Market

Thad Schlaud

For young professionals, the current economic climate presents a unique mix of opportunities and challenges. Recent reports, including a robust hiring spree with 275,000 jobs added in February, showcase the resilience and dynamism of the U.S. economy. This performance, significantly surpassing economists’ expectations, hints at a vibrant labor market, fueling…

Categories: The Market

Annual Rebalancing Steps To Consider This Tax Season

Thad Schlaud

As you begin to receive 2023 year-end statements, it will be tempting to focus on how well the markets performed. But especially because of this year’s solid market performance, it would be a safe bet that many investors need to consider rebalancing, because they might now be overweight or underweight…

Categories: The Market

2024 Outlook: A Look at The Markets

David Martin

To say that the markets finished 2023 on a strong note would be an understatement. While most of 2023 was characterized by extremely narrow leadership—with only a handful of mega-cap stocks gaining ground and the rest of the market languishing—that all changed around the start of November, when investors began…

Categories: Industry Ideas, The Market

401(k) vs. IRA Performance

Patrick Nalepa

“Why does it seem like my 401(k) often performs better than my IRA?” This is a question that I’ve heard many times from prospective clients. The chief answer is because your 401(k) has automatic contributions going into it at each payroll period, typically from both you and your employer. Given…

Categories: The Market

The Biggest Issue Facing Your Employees Today

Thad Schlaud

The current economic landscape, with its rising living costs and lingering student debt, has shifted employees’ financial stress points. Recent studies, including the “Retirement Readiness 2023” report, from Buck, an integrated HR, pensions and benefits consulting firm, illuminate a stark reality: the immediate financial…

Categories: Careers, News, The Market