In the classic film “It’s a Wonderful Life,” George Bailey learns not every blessing or curse ends up being as fortunate or ill-fated as expected. Likewise, investors should avoid reading too much into financial forecasts driven by “good” or “bad” election-year news.

Hot holdings always change, but the temptation to chase them remains. We’ve long used our “quilt chart” to cover why diversification is a perennial solution to this seasonal challenge.

Some believe active management outperforms during down markets. To address this myth, we looked at recent performance data—and we weren’t surprised by the results.

While our investment strategy is relatively simple, it’s not always easy. Here’s why doing the tough work of riding out the market’s ups and downs is the best way to protect and grow your wealth.

In the last few weeks, there has been a stark contrast between stock market performance and economic indicators. Why is the stock market rallying in this economy?

Our team talks about investing through downturns and how to make the most of today’s financial planning opportunities in this recorded webinar.