Blog categorized as Investing

The Importance of a Diversified Portfolio

10/03/2024 12:49 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Importance of a Diversified Portfolio
Major news events can influence investments, but diversification plays a crucial role in managing risk. Understanding the pros and cons of diversification and finding the right balance can help protect a portfolio, with guidance from a financial advisor recommended before making any changes.

Understanding and Navigating the Recent Market Volatility

08/07/2024 03:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding and Navigating the Recent Market Volatility
Recent market volatility, driven by factors such as mixed economic data, geopolitical tensions, and interest rate speculations, highlights the importance of long-term investment strategies and seeking professional financial guidance.

What is a Stock Split?

05/29/2024 02:23 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is a Stock Split?
Nvidia announced a 10-for-1 stock split. What does that mean and should you take advantage of these more affordable shares?

How Including Risk-Adjusted Return Can Improve Your Portfolio

04/05/2024 12:38 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Including Risk-Adjusted Return Can Improve Your Portfolio
Risk-adjusted return stands as a beacon guiding investors toward smarter, more efficient portfolio management. But what does it mean and why should it matter to you?

Traditional vs Roth IRAs: Which is Better for You?

03/08/2024 01:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Traditional vs Roth IRAs: Which is Better for You?
When choosing between a traditional IRA and a Roth IRA it's important to look at the key differences between them.

5 Steps to Determining Your Risk Tolerance

06/14/2023 08:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps to Determining Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
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