Investing Insights
June 13, 2022
What to Expect in Bear Markets
Stock markets have been on a downward trend for most of this year, and the S&P 500 officially entered into bear market territory (a decline of -20...
Read moreMay 18, 2022
The Tax Appeal of ETFs
“My taxes were higher in 2021, and year-end distributions from my mutual funds even increased my Medicare monthly premium,” an investor told us. “What...
Read moreApril 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...
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