Sectors: Overweight, Underweight, or Just Right?
Many broad-based indexes, including the S&P 500, are weighted based on market capitalization, and that can affect performance when a heavily weighted sector suddenly falls out of favor.
Laddering Your Bond Portfolio to Protect Your 10-Year Money
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.
Alternative Investments: Enhanced Risk with Potential for Enhanced Rewards
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments.
Investing Through Inflation
In this “Money Talks Minute” Bil Lako, CFP®, explains how equities provide a hedge against inflation because higher prices are built into the stock price, while fixed-income investments are designed to protect the principal.
Retirement Savings in a Volatile Market
If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. We cover some points to help you stay clear-headed during periods of market volatility.
Deviating from an Adviser’s Recommendations
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.
Investing: Passive, Active, or Both?
You may be wondering which approach is most effective—passive or active management—but there may be good reasons to hold both in a well-diversified portfolio. We look at some of the pros and cons to consider.
All Your Eggs in One Basket: Concentrated Stock Positions
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock.
Dividends for Income and Total Returns
Dividends can be a dependable source of income for retirees and others who want an income stream without selling their underlying investments.
Fixed-Income: Preserve Principal not Maximize Returns
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to explore a fixed-income strategy given the high inflation and rising interest rate environment.