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Letters to a Young Investor: Lesson 5 – Diversification
A crucial part of diversification is understanding the trade-off between risk and reward.
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Past Articles

5 things to know about ETFs
Kendall Bauer offers 5 things investors should consider about exchange-traded funds to see how they might fit in a portfolio.

My outlook for investing in 2025: 2-0-2-5
2024 largely came in line with what we had expected for a steady but solid economy. And 2025 looks to be more of the same.

Looking back on a fantastic 2024
Despite 2022 setbacks for nearly every investable asset, three-year returns are above average for broad measures.

Cautious optimism: A balancing act
As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.

Time has come, Fed pivots focus
“Nuance is important, of course, but we didn’t need to hear Powell’s words to know the Fed was ready to pivot.”

Kids: Take my advice. See my advisor.
It’s an accomplishment to feel that your kids are financially secure.
