Investing is a game of two halves: pre-tax (how your investments perform) and post-tax (what you take home). As the saying goes, “It ain’t over till it’s over.” While your pre-tax return is partly up to the markets, your post-tax … Continue reading
Tag Archives: Investing
Buffered ETFs: Market Downside Protection? Are They Right for You?
Dive into the mechanics, benefits, and potential drawbacks of these complex financial instruments. And be sure to listen to the comparisons of buffered ETFs against traditional investment options and how each may fit (or not) in your diversified investment strategy. Continue reading
The Highly Concentrated U.S. Stock Market & Its Lesser Known Effects
U.S. stock market concentration is, by some measures, at record levels. As of mid-2024, the S&P 500 has more than 20% of its value in just three companies Microsoft, Apple, and Nvidia; about 33% in the top ten. It has … Continue reading
Evaluating Your Investment Portfolio’s Performance – Key Metrics To Consider
Investing is essential for building wealth and securing financial stability. However, understanding how well investments perform can be complex. By evaluating the right metrics, you can gain valuable insights into your portfolio’s health and make informed decisions to optimize returns. … Continue reading
How To Navigate Markets In An Election Year
It’s almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Continue reading