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Insights & Perspectives

Investing Is Not a Game Thumbnail

Investing Is Not a Game

Are you out of breath trying to keep up with the breaking news about GameStop and all the other red-hot trades o’ the day? Here’s a synopsis (to date), and what it means to you as an investor.

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Six Financial Best Practices for Year-End 2020 Thumbnail

Six Financial Best Practices for Year-End 2020

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.

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Presidential Election Reflection Thumbnail

Presidential Election Reflection

With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure.

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Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes Thumbnail

Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes

In round one, we discussed why lump-sum investing is generally expected to generate the highest returns over time. In markets that have risen more, and more often than they’ve fallen, the sooner you deploy your investable assets, the more time they have to grow. That said, general rules don’t always apply to you. Let’s look at when dollar-cost averaging may be preferred after all.

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