Category: NBBJ

The S&P 500 Index has posted exceptional returns for the past two quarters. It turns out that the most striking contributor has been the dominance of the seven largest stocks in the US: the so-called “Magnificent 7”. These companies alone made up 33% of the total value of the S&P 500 as of the end of March. It’s at this point many investors may question the validity of a more diversified approach: why settle for 6% returns when, if you just picked the right stocks, your returns could be much higher? The simple answer is that it’s harder than you might think.

If applying to college is the most stressful thing a teenager has done in their lives, paying for college is a close equivalent for their parents.

Sometimes it can be difficult to remain a disciplined investor. Over periods of time, a diversified buy-hold-rebalance strategy can seem like it is not performing as well as it should, especially when we see some other “hot investment” making headlines. It can lead us to wonder if we may be missing out on some new and lucrative investment trend.

With mortgage rates hovering around 20-year highs and the housing market softening, what is the most prudent way to think about buying or selling a home?

A well-constructed portfolio is comprised of many distinct parts – or in financial speak, they are allocated to specific asset classes. Each asset class has its own focus but adds benefits in a composite way over the long term.