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Beyond Stocks and Bonds: A ChFC®'s Introduction to Alternative Investments
Once you've mastered your core asset allocation of stocks and bonds, you might wonder what else is out there. In this fourth part of our series on building a sophisticated financial life, we’ll expand our horizons and look beyond the traditional. Now that we’ve covered the
Asset Allocation 101: How a ChFC® Mixes Asset Classes for Your Goals
In our ongoing series on building a robust financial future, we’ve covered the essential building blocks of an investment portfolio. Previously, we detailed the individual characteristics of equities and fixed-income. Now, let's explore the art and science of mixing them together to create a powerful, personalized investment
Stocks, Bonds, and Cash: A ChFC® Breaks Down the 3 Core Asset Classes
In our last post, we introduced asset classes as the building blocks of your portfolio. Now, as the second installment in our series on building a durable investment plan, let's take a closer look at the three most important blocks: equities, fixed-income, and cash. This deep-dive guide will
What Are Asset Classes? The Beginner's Guide to Building a Stronger Portfolio
I recently sat down with a new client, a bright and successful professional who felt completely lost when it came to their investments. "I keep hearing terms like stocks, bonds, and diversification," they said, "but I feel like I'm trying to read a language I