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Insights | Financial Planning (2) 39 Articles
Friday, March 06, 2026
What is a Bond Ladder?
What’s your cash flow strategy? Find out if a bond ladder is the fixed income approach for you.
Friday, February 27, 2026
Looking Beyond the 60/40 Portfolio
Private investments—from alternative ETFs to cryptocurrency—are challenging the decades-long belief in the 60/40 portfolio approach.
Sunday, February 22, 2026
Is Diversification Really Necessary When Markets Perform Well?
Discover how diversification can be more than a defense strategy.
Friday, January 23, 2026
How Can ETFs Help Investors Avoid The Wash Sale Rule?
Tax-loss harvesting can be a savvy move, but not if the wash sale rule erases your tax break. Avoid penalties by using ETFs—so you can stay invested, maintain your strategy, and sidestep this tricky IRS regulation.
Thursday, January 15, 2026
Guiding Our Own Sleigh: Why We Believe in Stock Selection Over The Old Tales
McFaddin on the Markets
Some investors treat the beginning of January like a kind of Groundhog Day indicator for the rest of the year. Is it worth the hype?
Friday, December 12, 2025
How Demographic Shifts May Shape Financial Markets
Demographic shifts are rewriting the rules of the global economy. From aging populations to Gen Z spending habits, these powerful trends are shaping the markets. Are you positioning your portfolio accordingly?
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