by Sara Baker | May 29, 2025 | Articles
For decades, the 60/40 investment portfolio—60% stocks and 40% bonds—was considered a reliable long-term growth and stability formula. Financial advisors, pension funds, and individual investors leaned on it as a time-tested standard. But in today’s economic...
by Sara Baker | May 22, 2025 | Articles
My son had a baseball tournament this past weekend. On Saturday, he went 0-for-4 at the plate—tough day. As they often do, frustration, doubt, and a little discouragement crept in. But baseball has a funny way of reminding us how quickly things can turn around. On...
by Sara Baker | May 14, 2025 | Articles
Our youngest will graduate from High School this coming Saturday. Yesterday, he gave his last major presentation and aced it. When he got home, he flopped on the couch with a huge sigh of relief that the worst was over. I think investors did the same thing after the...
by Richard Baker | May 7, 2025 | Articles
Watching my daughter and her new husband work on their first home is exciting. It is a 65-year-old house, but it is a great fixer-upper. Homeownership is still a cornerstone of the American dream. Now that the largest publicly traded homebuilders have reported...
by Richard Baker | May 1, 2025 | Articles
An alarm on my phone just went off, saying our area was now in a tornado warning, and I am instructing my colleagues to take shelter. An unexpected storm perfectly sums up how investing feels this year. Investors will soon turn their calendars and put the April market...
by Richard Baker | Apr 23, 2025 | Articles
When my kids were young, they liked to put their helium balloons in a grey packing tub and try to hold all the balloons down with their outstretched arms. If they moved just a little, one or two balloons would spring back up. It feels a little like that now in the...
