Global markets are up almost 10% year-to-date, leaving some investors to feel like they have missed the boat, but opportunity’s knocking during this season for several reasons.

1 out of 100 day traders reliably beat the market. 13 out of 100 gamblers leave the casino a winner.

Important pitfalls to watch out for when focusing on a dividend yield strategy.

The biggest risk to your portfolio, might just be outside of it

Research shows that the best performing funds are often the ones that do not pay dividends. In fact, it is the highest dividend paying funds that underperform those that pay no or low dividends.

More than 500% less returns. That’s what would’ve have happed if you made investment decisions based on what the Fed was going to do at the start of 2024.

Dividends doesn’t magically appear out of nowhere, it represents a portion of the company’s value being paid out to shareholders. A slice of cake once eaten, means less of the cake remains

An important determinant is what your goals are and what is the priority and importance of achieving them. A robust investment plan can place the life you want within your reach.

Two well known Growth indices, the S&P 500 Growth index and the Russell 1000 Growth index rose by +42.68%. and +30.03% respectively during the 2023 recovery. Why the big difference in performance?

Waiting to enter the market will result in opportunity costs, which adds up to a lot. But should you enter all at once, or do so in installments?

97.6% of stocks in aggregate generated zero wealth, while global stocks over the same period had a cumulative return of +845.86%.

Trying to time the market, focusing on headlines, and chasing past performance. Which of these mistakes are you still making?

Following each all-time high, less than 1 out of 10 times has the market ended negative 1 year out. When you extend the time horizon to 5 years or more, has not ended negative, that number drops to 0.

94% of managers that charge the highest fees in the industry underperformed their benchmark in the past 20 years.

From transport prices to a bowl of fishball noodles, recent inflation spikes have made it an important element to consider for financial planning.

Every single day, $675.8 billion is traded in the market. In the short term, prices vary for a wide host of reasons, but it is the fundamentals that set the stock prices in the long-run.

It has been proven time and time again that we are unable to predict the future. How then can we prepare for the financial impact of unforeseen events? (i.e. GFC, Covid, Rate hikes, etc.)

Roughly a third of equity funds were gone after 10 years. Are your assets invested in a strategy that can outlive you?