Investing Insights
April 7, 2022
Retirement Investing in 2022's Challenging Markets
This year’s combination of higher inflation and volatility has been particularly challenging for retirement investors. Retirees have seen their inv...
Read moreMarch 2, 2022
What You Should Know About Rising Interest Rates
Interest rates jumped this year, even before the Federal Reserve’s first planned increase to the federal funds rate, the short-term benchmark interest...
Read moreMarch 1, 2022
FundX Joins One Capital Management, LLC
FundX is now a division of One Capital Management (OCM), a Southern California-based wealth management firm and registered investment adviser serving...
Read moreFebruary 11, 2022
A Game Plan for Volatile Markets
Markets are off to a volatile start this year. Stocks and bonds fell sharply in January, and just when it looked like it was over, the sell-off contin...
Read moreFebruary 2, 2022
2022 Financial Planning Checklist
How do you know if you’re in good financial shape? Investors often review how their portfolio performed each year and consider if there are any change...
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