Anthony Harcourt, CIMA®

While we may not be able to rely on a 10%-per-quarter pace from equities, there is still much to celebrate in how far we've come from peak inflation in 2022 and the economy's strength in early 2024.

Over the last several months, the Bedel Financial team has taken small steps to lengthen the duration of our clients' fixed-income portfolios to lock in intermediate-term yields while remaining diversified on the shorter end of the curve.

As we continue to monitor the inflation and economic data coming in, it is important to make sure your portfolio can withstand a bumpy ride should interest rates need to go higher than anticipated and tip the economy into a recession.

Many young adults face the challenge of moving from their "starter" home to the next home. Buying, selling, and moving between homes is no small task.

If you've read our previous posts about crypto investing, you've already received cautionary advice about this new and unregulated asset class of cryptocurrency. However, the collapse could serve as a pruning that is helpful for the industry's long-term health.

One of the fascinating developments during the COVID-19 pandemic was Wall Street's short-lived obsession with IPOs and SPACs. The recent choppy performance of IPOs is a good example of how quickly high-risk investments can decline in a broad market pullback.

The important concept is establishing habits that will set you up for financial success moving forward. So let’s focus on some simple strategies that will help you get started on the right track.

Most vendors continue to require the U.S. dollar as a primary means of payment, and you generally can't use cryptocurrencies to pay for everyday expenses like rent, mortgage, food, and medical bills. As a result, Bitcoin is still best viewed as a speculative investment rather than a reliable way to receive your paychecks.

We may be in the middle of the largest supply chain disruption since World War II. But what is the "supply chain," and how did we get into this mess?

Investors need to consider the current environment when managing their return expectations in the coming years. If you are becoming concerned about higher valuations and fear a downturn, a strategy to consider is becoming more defensive with your equity allocations.

Investing in certain parts of the market without a plan can result in the same dynamic as gambling. Are you ready to make a bet?

After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.