Stocks
Mid-Year Market Check-In: Navigating Volatility Without Losing Focus
Peter Lynch once said, “If you spend more than 13 minutes analyzing forecasts, you’ve wasted 10.” His advice: ignore the noise and focus on your strategy. Mid-2025 returns show the S&P 500 up 8.1%, Nasdaq up 9.1%, Dow up 5%, Russell up 2.3%, and MSCI EAFE up 20%. Tech leaders like Nvidia and Microsoft boosted gains, while Apple and Tesla lagged. Diversification remains key. Stay the course—volatility is the cost of strong long-term returns.
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What Portfolio Rebalancing is, and its importance
What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...
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Intrinsic Value vs. Market Value – What Do They Mean?
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
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Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
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WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...
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STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
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