The midterms and your portfolio: what history tells us
Stocks have advanced under Republican, Democratic, and mixed control of Congress. The evidence favors staying invested and diversified over reacting to elections.
Stocks have advanced under Republican, Democratic, and mixed control of Congress. The evidence favors staying invested and diversified over reacting to elections.
Separately managed accounts offer direct ownership of individual securities, which can create added tax-management opportunities for investors whose circumstances warrant it.
New market highs can feel unsettling, as if stocks can’t climb any higher. But history shows something different. We look at the data, and why staying the course is key.
Long-term bond yields just hit their highest level in over a decade. Here’s the real story behind the recent moves — and the silver lining for investors going forward.
Critics called Bogle’s first index fund a “folly.” Today it’s recognized as one of the great financial innovations of the past century.
Tax-free growth and consistent contributions can turn into significant college savings.
Inflation is running nearly double the Fed’s target. Here’s what that means for your portfolio — and why we own TIPS before inflation makes the headlines.
Recent layoff announcements from Meta, Oracle, and others have intensified concerns about AI’s impact — and what it means for your portfolio.
When a high-profile IPO captures attention, it can feel like a moment not to miss. History suggests a more measured read.
A century of market history shows geopolitical crises cause short-term volatility but have not derailed long-term returns — staying invested remains the wisest course.
The federal government will deposit $1,000 into new “Trump Accounts” for eligible children. It’s a meaningful head start, but not a substitute for more powerful investment vehicles.
Wall Street’s annual predictions promise insight into the year ahead. History shows they deliver far more entertainment than value.
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