Concerns about the U.S. Dollar
Recently, there has been a lot of chatter about the U.S. dollar losing its status as the world’s reserve currency, which I recognize may feel both confusing and concerning to many.
Staying the Course Doesn't Mean Sitting Still
There are many reasons having a financial plan is valuable, but maybe the most significant is that it can help you understand how to react to the latest negative headlines.
Opportunity or Caution
There are times when investors should be more aggressive and times to be more conservative. History clearly shows that most investors mistime their aggression.
Factor Investing
Factor-based investing represents a dynamic tool designed to help you achieve specific investment goals. Direct targeting of factors through factor- based mutual funds and ETFs may offer the many benefits of traditional active mutual fund investing but at a lower cost and with less manager risk.