by lportee53 | Oct 17, 2024 | Investing
Global vs. International: What’s the Difference? With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking...
by lportee53 | Aug 21, 2024 | Investing
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
by lportee53 | Aug 7, 2024 | Investing
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
by lportee53 | Jul 3, 2024 | Investing
Making A Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity...
by calford | Jan 3, 2024 | Investing, Lifestyle
We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing,...
by cambridgesourcesites | Sep 28, 2023 | Investing
There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing as a way to seek new opportunities for enhanced portfolio performance.1 Because of its narrow focus, a...
