Market Insights

Every investor has felt it. That nagging voice saying “maybe I should wait” when markets are high, or “maybe I should get out” when headlines turn dark. It feels like common sense to buy low and sell high. But here’s the problem: by the time you know whether the market is actually high or low,…

Most people glance at their accounts, see that the balance is up or down, and move on. But that surface check can hide deeper issues like unnecessary overlap or risks that don’t match your current life situation. A simple portfolio review starts with asking the right questions and being crystal clear about what each investment…