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 the jargon used in the investment world. News media hosts and financial advisors are notorious for using acronyms and terms that average or new investors are unfamiliar with. A common word for this is “Finglish” or “Financial English.” Whether it is to try and impress their audience or sound more intelligent than they are, using “Finglish” more often than not...
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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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