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Could Diversification Make a Comeback in 2025?

Could Diversification Make a Comeback in 2025?

We believe clients should first protect hard earned assets—diversification is still key! As the S&P 500 continues its impressive rally, diversification strategies such as investing in dividend-paying stocks, value stocks, small-caps, and international markets have...
Are We Ready for a Small-Cap Comeback?

Are We Ready for a Small-Cap Comeback?

Are We Ready for a Small-Cap Comeback? Small caps have been sidelined for years. While post-pandemic rallies boosted many stocks, small caps missed out. The 2022 tech slump and broader market correction prolonged their drought. But a small-cap rally could be imminent,...
2024 Maximum Social Security Benefit

2024 Maximum Social Security Benefit

Steve Vernon, ContributorFeb. 16, 2024 What’s the most you can receive from Social Security? The answer is…it depends on your age, your work history, your marital status, and your retirement decisions. Let’s start with answering the immediate questions about the...
Learning Every Day – CPI vs. PCE

Learning Every Day – CPI vs. PCE

CPI* vs. PCE** The “CPI” (Consumer Price Index) gets major attention and is often cited in the headlines and among the media and talking heads as if it’s “the” measure of inflation.  And market watchers often cite CPI movements as a predictor of Federal Reserve...