Insights2020-10-14T19:51:55+00:00

Presidential Elections and The Stock Market

With a presidential election just around the corner, many investors are looking for clues as to which way stocks may go. The following articles by Dimensional provide an historical perspective on presidential elections and the stock market. The results may surprise you, and should reinforce the benefits of taking a long-term approach to investing.

October 9, 2020|Categories: Stock Market|

Strategies for Managing Concentrated Stock

Managing a concentrated stock position involves more than just knowing a little about stocks and trying to predict the market. Concentrated stock can be accumulated in many ways and can bring with it risk hurtful to your portfolio, and to your pride. Having a plan in place customized to your unique stock concentration issues can help achieve your financial goals.

August 24, 2020|Categories: Wealth Management|Tags: , |
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