Recent Blog Posts

Stocks Climb as Iran Peace Hopes Lift Risk Appetite

Stocks started the holiday-shortened week on firmer footing, with the S&P 500 reaching a record high as investors leaned into hopes that US-Iran peace talks could prevent a broader energy shock.

Working With an Advisor on 401(k) Rebalancing as Part of a Larger Plan

On the surface, rebalancing a 401(k) might seem straightforward: check your current mix of funds against your target allocation, and make changes if things have drifted. But in reality, your 401(k) is just one piece of your financial puzzle. 

Behavioral Hurdles That Can Delay Necessary Rebalancing

Rebalancing looks simple: set a target mix, monitor your portfolio, and correct when it drifts. Emotionally, rebalancing is difficult, especially when selling top-performing investments.

Stocks Edge Higher as Oil Retreats on Deal Hopes

Stocks finished higher in a choppy session as hopes for a US-Iran diplomatic breakthrough eased fears of prolonged energy disruption.

Stocks Rebound as Oil Slides on US-Iran Deal Hopes

Stocks rallied Wednesday as hopes for progress toward a US-Iran deal pushed oil prices sharply lower and eased inflation fears that had pressured markets in recent sessions. 

Why Rebalancing Can Help Maintain a Consistent 401(k) Risk Level

There is a moment, often unnoticed, when the arc of a retirement account begins to bend. Years may pass—years in which the diligent saver, believing the hard work done, watches the balance rise and fall with the tides of the market. 

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