The Modern Investor
Written by Human Advisors, for Human Investors
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Is the Market Flashing Caution Signs? Three Observations
Investors in “balanced” portfolios just had their second-best start to a year since 2001. At the same time, cash is cool again for millions of investors. Considering the rebound in stock and bond prices this year, here are three observations for people considering moving from cash back into stocks and bonds.
What Should I Do With My 401(k)?
Target-date funds have grown in popularity for retirement savers. And for good reason. But are they the right answer for everyone? See where it might make sense to consider a more tailored approach to allocating retirement plan assets.
Did I Just Pay Too Much Tax?
Not happy with your tax bill? Now that most individuals and families have filed 2022 taxes, it could be an ideal time to start tax planning for next year.
Are Stocks Ugly?
Are stocks as unappealing today as they have been in 15 years? By one measure, the answer may be yes. Still, stock investors may be well-served to focus on the long-term.
Is My Home Next?
SECURE Act 2.0 - Six Things to Know
Planning for the Inevitable
I Can’t Look
Portfolios: Made in America
A Great Decade*
Is Cash Finally Cool?
Wait. Bonds Are Down, Too?
No free lunch this year. Bonds have struggled to offer protection in 2022.
Is This What a Bear Market Feels Like? Asking for a friend.
September is usually crummy for stocks. So what?
September has usually been lousy for stocks. And it’s even worse in down years. What are investors to do?
Close enough?
Horseshoes, hand grenades, and… capital markets assumptions?