Investing Insights articles, whitepapers and videos
Global equities saw their third consecutive positive quarter, with U.S. large cap stocks ending the year at an all-time high and small cap stocks and international stocks moving back into positive territory for the year.
Understanding where your portfolio is positioned across the risk spectrum from Conservative to Aggressive Growth is key to understanding how it would be expected to perform over time and in different market environments.
The U.S. stock market saw strong gains through most of Q3, reaching a new all-time high before September brought renewed volatility.
Investing in a well-diversified portfolio is part of a strategic asset allocation plan and can help investors to withstand periods of market volatility.
Following its rapid tumble into a bear market in Q1, the U.S. stock market rebounded in Q2 in its strongest quarter since 1988.
When a correction or bear market occurs, having a long-term plan is critical to making sure you're prepared and can avoid falling into the trap of letting emotion drive decision-making.
Our annual asset allocation and ETF review helps make sure your portfolio continues to reflect the long-term investment landscape to keep it aligned with your risk profile.
The 11-year bull market came to a quick end soon after stocks entered into bear market territory.
Should you sit tight the entire time your portfolio works its way toward your goal? Yes, for the most part. But there are a few exceptions.
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