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The Yield Curve Has Flipped – Don’t Let Your Investment Strategy Flip as Well

2019-08-22T10:51:39-06:00

The Yield Curve Has Flipped, Don’t Let Your Investment Strategy Flip As Well August 2019 What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For [...]

Please Don’t Forget to Rebalance Your Portfolio

2020-07-02T13:44:39-06:00

Please Don't Forget to Rebalance Your Portfolio The act of rebalancing your portfolio is likely the most important aspect of managing your wealth. At its core, rebalancing functions to minimize risk. However, the benefits don’t stop there. Rebalancing your portfolio is the act of selling assets that have increased in value and selling the assets [...]

Think Twice About Those Target-Date Funds

2020-07-14T16:15:12-06:00

You've seen them in your 401(k) options. You might even be invested in one now but do you know what they are & how they work? A target-date fund is an investment fund that "targets" a certain year for retirement. For example, your retirement account may have a XYZ Target Retirement Fund 2035, 2040, 2045, [...]

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