As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” Should they put stock in it?
2017 ended on a high note, as global equity markets continued to soar. Our comprehensive analysis on market performance for the fourth quarter of 2017.
Cryptocurrency fervor, natural disasters, global political unrest...it's safe to say that 2017 was a memorable year. It also brought a series of major milestones for the financial markets — and today, we're recapping them all on OneBite.
Before 2017 is up, be sure to check this tax planning item off of your checklist: tax-loss harvesting opportunities.
The market has continued to soar to record highs and shows no sign of slowing. Should long-term investors be worried?
Our advisors explain why staying disciplined during economic and geopolitical uncertainty can be important for a successful long-term investment strategy.
If you are a recent graduate with a well-paying job, you may now face a dilemma: do I begin saving for my future, or do I pay off my student debt now?
With the 10-year anniversary of the Great Recession (and our company!) approaching, here's what we can learn from major moments in market history.
The third quarter of 2017 saw equity and fixed-income markets continue their upward momentum, both here in the U.S. and abroad. It has been a banner year thus far for risk assets, by most measures. In September, the Federal Reserve announced a much-anticipated plan to begin the unwinding of its balance sheet (starting in October) and stood pat on interest rates. This news was digested with little market agitation. Overall, the third quarter was relatively smooth in terms of volatility, despite devastating hurricanes and escalating political tensions around North Korea.
Exchange-traded funds (ETFs) have soared in popularity, but do they make sense for the long-term investor? What about in periods of market volatility?