Investment Management Articles
Global vs. International: What’s the Difference?
Posted by on October 01, 2024
For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual fund or an international mutual fund.
A Quick Guide to Socially Responsible Investing
Posted by on September 17, 2024
Imagine not only growing your wealth but also contributing to a healthier planet, promoting social justice, and encouraging ethical business practices.
A Quick Guide to Charitable Trusts
Posted by on September 12, 2024
Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor.
Best-Performing Assets Classes
Posted by on August 22, 2024
A sound investing strategy considers short-term volatility without losing sight of long-term objectives.
Diversification, Patience, and Consistency
Posted by on June 18, 2024
Regardless of how the markets may perform, consider making the following part of your investment philosophy.
A Taxing Story: Capital Gains and Losses
Posted by on June 13, 2024
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains.
A Look at Diversification
Posted by on June 10, 2024
Ancient Chinese merchants were said to have developed a unique way to manage their risk. Your investment portfolio may benefit from the same logic.
Avantax Market Update - May 2024
Posted by on May 06, 2024
In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.
Four Really Good Reasons to Invest
Posted by on June 01, 2023
Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.