Capital Preservation Strategies – Safeguarding Your Investments
Introduction The goal of a capital preservation investment strategy is to, at a minimum, maintain the original capital in your investment account without suffering permanent loss. Investors can manage portfolios in many ways to balance factors such as their time horizon (the time until they need cash distributions and risk tolerance. Domestic and Global Equities […]
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Dividends: Their Value in a Stock Portfolio
Introduction Following a year of remarkable performance in global equity markets, the significance of geographic diversity and a heightened focus on dividend-paying stocks is becoming increasingly apparent. While the “Magnificent 7” dominated U.S. index returns in 2023, recent volatility and divergent performance in these names serve as a cautionary signal for U.S. markets. Why Invest […]
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Retirement Planning with Global Equities
Introduction to Retirement Planning Without the defined pension plans that were available in the past, it is more important than ever for Americans to make plans for generating and managing adequate income during retirement so that they do not outlive their savings. For most people, Social Security provides less than needed income, necessitating private savings […]
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Navigating the Electric Vehicle Landscape: A Complex Road Ahead
November 25, 2024
