Insights for Active Investors
November 6, 2020
The Country May Be Divided, But Here’s What Investors Can Agree On Now
Stocks were volatile in the lead up to election day. After US stocks neared record highs in early October, they plummeted in the last week of October,...
Read moreOctober 21, 2020
How Do You Know if You’re Ready to Retire?
“Can I retire this year?” one of our wealth management clients asked us. She’s a physician at a hospital where Covid-19 cases were rising rapidly,...
Read moreOctober 14, 2020
Don’t Get Spooked Before the Election: How to Manage Election Fears
US stocks shook off September losses and brought in above-average gains in the third quarter. The tech-heavy Nasdaq 100 gained 12.5%, the S&a...
Read moreOctober 7, 2020
FundX Wins 2020 IMEA STAR Award
We won an 2020 Investment Management Education Alliance (IMEA) STAR Award! IMEA has focused on investor education for 50 years, and its STAR...
Read moreSeptember 21, 2020
Funds for Uncertain Times: Funds of funds
What funds can help you move forward in these uncertain times? These are different times, unlike any we’ve seen before, so it makes sense to...
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