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Understanding Strategic Asset Allocation in Traditional Investing Traditional investing, frequently coined a “buy and hold” investment strategy, incorporates a mix of assets that create a portfolio of investments. This portfolio of assets generates an expected return given an investor’s risk profile. We refer to this type of investing as Strategic…
If you base your strategy on a horse race in London, then the answer is yes! One of the oldest stock market strategies is to “Sell in May and Go Away.” But what does this phrase mean? Is there any historical reason for selling stocks in May and leaving the…
Navigating a Challenging Investment Landscape U.S. equities closed out their first quarterly loss in two years, with the S&P 500 Index falling 4.9% in Q1, marking the first quarterly decline since the 20% plunge in Q1 2020 at the start of the pandemic. The first Fed rate hike since 2018,…