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IPOs & SPACs: Where did they go?
One of the fascinating developments during the COVID-19 pandemic was Wall Street's short-lived obsession with IPOs and SPACs. The recent choppy performance of IPOs is a good example of how quickly high-risk investments can decline in a broad market pullback.
Give your Portfolio a Boost: Diversify During Cyclical Markets
Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.
Self-Investors: Value or Growth?
Self-investors tend to select an asset allocation for their investment accounts and tend not to change anything as long as the performance is good. So what should you do?
Bedel Financial Forum: Market Expectations for the Long- and Short-Haul
This year’s Bedel Financial Forum was another great evening with an engaging and thought-provoking speaker! Jeffrey Kleintop, chief global investment strategist for Charles Schwab, joined us to discuss the state of the international market and what that could mean for investment portfolios. Read on for a recap of his insights.
Dominance in the Stock Market
“Growth” stocks are dominating the stock market right now – think FANG (Facebook, Amazon, Netflix, and Google). So have we seen the heyday of “value” stocks, never to be repeated again? Not so fast – both “growth” and “value” stocks have their place in your portfolio. Read on for the details on both types of stock and what they mean for your portfolio…plus the one thing you might want to do right now to ensure you’re on the right track.
