If you have ever heard the phrase “portfolio rebalancing” and wondered what it means, you’re not alone. Here’s a breakdown of portfolio rebalancing and why it’s an important tool for investors.

Some research suggests women have, on average, better investing outcomes than men in certain studies, potentially driven by patience, lower trading, and long-term discipline.

Reflecting on the first quarter of the year, I’m reminded of the mountain expedition investors and markets have undertaken, reaching impressive heights as we began the second quarter of 2024. Despite these myriad changes, the markets have continued to reward those who have remained patient and disciplined.

Elections have the ability to stir up emotions like nothing else, and even at this early stage in the election cycle, this presidential race has already moved into that territory. While political debate is healthy from a democratic process perspective, it can be dangerous if you allow politics to influence your investment decisions.

While inflation holds significant importance within the Fed’s dual mandate, which prioritizes maximum employment and price stability, it does not stand alone in the Fed’s considerations. The Federal Reserve also monitors four other crucial economic sectors that provide valuable insights into the economy’s overall well-being and may impact the timing of monetary policy adjustments.

For the last 30 years, Savant’s investment maxims have served as the bedrock of our investment philosophy. While following them may cause us to sometimes take a seemingly boring path, they remain an important tool to help our clients take advantage of timeless wisdom and avoid needless, speculative risk.

Discover how an integrated approach to investing simplifies tax-efficient wealth management, with hypothetical client examples showing the impact of asset location and Roth conversions.

Over the past year, we saw markets rebound from a dismal 2022, but many investors still felt like they were falling behind as stock market performance was led by a concentrated group of large companies known as the Magnificent Seven. The temptation to chase the top performers is only natural, but history has shown us time and again that this is not a good idea.

As the Federal Reserve raised rates in 2023, money market funds became popular, drawing in $1.1 trillion due to economic uncertainty, bank collapses, inflation, and other factors. Yet, investing in global stocks and bonds likely would have yielded higher returns than money market funds.

As investors look back on 2023, they will likely remember it as a positive year for stocks, with the S&P 500 finishing in positive territory. While this isn’t unusual, the composition of return may be surprising to some.

While liquidity exists on a spectrum and can be viewed through a variety of lenses, in short it simply represents the ability to turn an asset into cash or cash into an asset.

The Federal Open Market Committee concluded its July meeting and announced a 0.25% rate hike. This sets the target for the federal funds rate between 5.25% and 5.50%. The pause we witnessed in June was likely just a brief respite, and the end of it did not come as a surprise to many investors.