The US stock market’s concentration in a few richly valued stocks has raised concerns that the stock market may tumble. While we agree that the overall market could decline sharply, a number of factors suggest that balanced well-diversified portfolios will out perform the US stock market. Morningstar recently posted an article[1] examining...
Key Drivers of 2025 Performance Artificial Intelligence (AI) – AI stocks were the main driver of US stock market returns during 2025 with Alphabet gaining more than 60% and chip maker NVDIA gaining more than 30%. However, they did come under pressure several times during the year. In January, Chinese company DeepSeek announced that it had succeeded...
Look around your home. Whenever you’re reading this, you likely know where the nearest first aid kit is. Even if you don’t use it often, you probably feel better knowing you have resources in case of a medical emergency. But what happens in case of a financial emergency? While many of us prepare for unexpected...
Check out the short clip below to take a dive into the world of Index, Mutual, and ETF Funds. For more information, a personalized dive into your current portfolio and to determine if the world of investment funds may or may not be appropriate for your portfolio, contact one of our financial advisors today.
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