Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...