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In the world of investing, where market fluctuations are the norm, maintaining a correctly balanced investment portfolio is paramount. While selecting the right mix of assets is crucial, equally important is the practice of portfolio rebalancing. Rebalancing involves periodically adjusting the portfolio’s asset allocation to align with the investor’s original intentions. Unfortunately, the importance of […]

The Fama-French Three-Factor Model, devised by esteemed economists Eugene Fama and Kenneth French in 1992, revolutionized the understanding of asset pricing and portfolio management. This model extends beyond the traditional Capital Asset Pricing Model (CAPM) by incorporating additional factors that better capture the intricacies of stock returns. Let’s delve into a comprehensive breakdown of this

We always strive to use facts and academics when we set up portfolios and, when we as a financial advisor practice, complete advanced financial plans we want our clients to be as knowledgeable as possible. This short article explores the limitations of the Fed’s control over interest rates, particularly long-term rates, as explored by economist

Panic; Panic One of the primary challenges that investors face today is the uncertainty and volatility in the financial markets. Although the market initially showed upward momentum in the earlier stages of the year, fears about inflation and other factors have left the year’s gains uncertain. Market turbulence is characterized by rapid and unpredictable fluctuations