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    Insights | Financial Planning (2) 40 Articles

    A pink dresser with stuffed animals in one drawer and building blocks on the floor

    Friday, March 20, 2026

    Diversification is Great. Overdiversification is Not.

    As you diversify your portfolio, don’t get carried away. Follow a few guiding principles to help find your diversification sweet spot.

    Illustration of ladders leading to different levels

    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.

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    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.

    Various colored eggs in a basket

    Sunday, February 22, 2026

    Is Diversification Really Necessary When Markets Perform Well?

    Discover how diversification can be more than a defense strategy.

    Close up of peas growing on a plant

    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.

    Golden piggy bank with a Santa hat and presents

    Thursday, January 15, 2026

    Guiding Our Own Sleigh: Why We Believe in Stock Selection Over The Old Tales

    Bill Mann

    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?

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