TPC Client Update Re: Swapping Mutual Funds to ETFs
by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
Dimensional recently announced plans to launch three actively managed exchange-traded funds (ETFs) later this year, complementing our existing suite of mutual funds, separate accounts, and commingled
Dividends aren’t the only way a stock investor can generate income.
While stock returns are unpredictable, there is precedent for the value premium turning around quickly.
While stock returns are unpredictable, there is precedent for the value premium turning around quickly.
While stock returns are unpredictable, there is precedent for the value premium turning around quickly.
Research has shown no reliable way to predict the top-performing stocks, arguing for diversification instead. The stocks commonly referred to by the FAANG moniker— Facebook, Amazon,
Looking at the US stock market since the turn of the century, you could be forgiven for thinking of Charles Dickens’ famous words. The first decade
While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.
Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. In recent months, investors have
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A
What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a snapshot of how yields vary across bonds
Stay informed with the latest financial insights from our experts.
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