In this turbulent market, it pays to have a diversified portfolio, according to Morningstar. The financial services firm looked at the performance of different portfolio allocations over the years and found that in 2025 so far, its diversified portfolio has outperformed a “plain vanilla” split of 60% U.S. stocks and 40% high-quality U.S. bonds, as…
The biggest question I have been getting from clients and prospects lately is, “Is the correction over?” This is not surprising, given that market declines are brutal on emotions. However, as investors, we often forget that, like the laws of gravity, “what goes up must come down.” In today’s blog post, I want to provide two…
It has been an interesting correction. The average retail investor was “buying the dip” despite having an extremely bearish outlook. This is an interesting point because, as shown, the retail investor used to be considered a “contrarian indicator” as they were prone to be driven by emotional behaviors that led them to “buy high and sell low.”…