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Market Caps: What’s in Your Portfolio?
Do you know what’s in your portfolio? While your answer might be “Yes,” it’s a good idea to look a bit closer to be sure you’re taking the amount of risk you intended. If you use index funds within your portfolio, be sure to understand the underlying stocks within each fund. This can easily alter how well your investments are meeting your expectations.
Bedel Financial Forum: Market Expectations for the Long- and Short-Haul
This year’s Bedel Financial Forum was another great evening with an engaging and thought-provoking speaker! Jeffrey Kleintop, chief global investment strategist for Charles Schwab, joined us to discuss the state of the international market and what that could mean for investment portfolios. Read on for a recap of his insights.
Ball Cap, Bottle Cap….Market Cap?
What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.
2016 Investment Review: Top 3 Surprises!
What a year 2016 turned out to be for investors! U.S. stocks ended the year better than anyone predicted, but other categories had mixed results. ...
