Retirement Investment Advisors
CERTIFIED FINANCIAL PLANNER™ professionals in Oklahoma and North Texas.
Perhaps the most important move you can make for your investments is to properly diversify your portfolio. By investing in a mix of stocks, bonds, and cash, you’ll reduce the risk of a significant loss.
How you combine your diverse mix of investments is called your asset allocation.
DOWNLOADAs the markets turn.
Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and energy prices, moved lower in December.
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Bond yields are rising—and they have investors’ attention.
Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one percent. (The federal funds rate is the interest rate the Fed charges banks. It influences other interest rates.) This shift in Fed policy made a lot of people happy.
Hello, 2025!
As we head into a new year, it can be helpful to look back at the previous year—and 2024 was a doozy. Stocks in the United States delivered a double-double—posting double-digit gains for a second year in a row.
