After the Fact: Why “All In” on the S&P 500 Looks Obvious… Until It Doesn’t
There is an argument that having 100% of your equity portfolio allocation in the S&P 500 is an acceptable strategy - we respectfully disagree and here's WHY!
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There is an argument that having 100% of your equity portfolio allocation in the S&P 500 is an acceptable strategy - we respectfully disagree and here's WHY!
“Not affected by failure” Sam Darnold is the quarterback of the NFL’s Seattle Seahawks who are playing in this Sunday’s Superbowl. As the quarterback position is arguably the hardest position to play in professional sports, NFL teams spend enormous amounts of time and money scouting the position. Darnold was a highly touted QB from the University of Southern California in 2018, drafted 3rd overall by the New York Jets at only 20 years old. Expectations were that he would be a star on Day One. Unfortunately, the start to his career didn’t go as planned. Darnold’s self-confidence not only offers great lessons for our youth, but can also be applied to investing.
Being a better investor has so many wonderful long-term benefits, and none are truly “specifically” about your net worth. Here are a few tips we have learned along the way to becoming a better investor...
The new OBBBA tax law is packed with hidden opportunities—and traps. Here's a few highlights that you should review before year-end.
Over the summer, a major piece of federal legislation—formally known as the “One Big Beautiful Bill Act”—was signed into law on July 4th. This bill introduces sweeping changes across tax policy, entitlement spending, and federal priorities; all which may carry implications for your financial strategy. Please note that this is a high-level, broad review of select items we believe may be important to our audience.
We are just about halfway through 2025 and there are already so many lessons for investors to take away from the global economic and market events. If you want to achieve financial independence sooner, read on for mistakes to avoid in your investing and planning…