A New Perspective on Asset Allocation: A Personalized Approach
Asset allocation is the cornerstone of long-term investment success. It’s the strategic mix of different investment types, such as stocks, bonds, cash, and alternatives, within
Asset allocation is the cornerstone of long-term investment success. It’s the strategic mix of different investment types, such as stocks, bonds, cash, and alternatives, within
Every four years, investors’ emotions run high as markets intersect with the U.S. presidential election. At Voisard Asset Management, our priority is clear: Empowering clients
Health Savings Accounts (HSAs) offer a unique set of tax advantages, making them a valuable tool for managing healthcare expenses and long-term financial planning. Contributions
Our last few articles focused on the S&P 500’s price-to-earnings ratio (P/E ratio). Today, we’ll shift gears and explore how the S&P 500 compares to
About a month ago, we shared that valuations matter. This blog post will look at the valuation of the S&P 500 through the lens of
The last Federal Reserve (Fed) interest rate hike occurred on July 26, 2023. The Fed has held interest rates steady ever since, and most economists
Introduction: Economic commentary suggests a strong consumer, but are wallets really feeling full? Inflation seems to be easing, yet consumer behavior tells a different story.
Sorry to disappoint, but we are not talking about Private Equity. In this instance, we are referring to the price-to-earnings ratio of stocks. Simply put,
Homeownership is often seen as the American dream, a symbol of stability and financial security. But beyond the initial excitement of house hunting lies the
The Hidden Costs of Managing Your Own Money There are costs—explicit and implicit—with managing a long-term investment portfolio yourself. Make sure you know what it
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