NEWS & UPDATES

In an era where many investors default to "set it and forget it" passive funds, the value of active management is more apparent than ever. While passive indexing provides broad market exposure, it also leaves you fully exposed to every downturn without a safety net. The Power of Tactical Rotation Our U.S. Markets Rotation  strategy exemplifies why being proactive matters. Instead of remaining static, this strategy performs a monthly evaluation  to identify the top-performing

After a strong market year, many investors feel more confident. Account balances are higher, headlines are optimistic, and recent returns can make risk feel distant. Ironically, this is often when portfolio risk is highest . Strong market years don’t just boost returns—they quietly change the structure  of a portfolio. Without intentional adjustments, investors may be taking on more risk than they realize. Here’s why. 1. Strong Returns Can Create Hidden Concentration When mar

It's a familiar story: A fund rockets to the top of the performance charts, grabbing headlines and investor attention. Naturally, many flock to it, hoping to hitch a ride on its stellar returns. But what if this seemingly logical move is actually one of the most detrimental decisions an investor can make? The data suggests that for most, chasing yesterday's winners leads to a frustrating and costly phenomenon known as the "Investor Gap." Mind the Gap: The Hard Truth About Inv

Artificial intelligence is reshaping the economy in extraordinary ways. But with all the excitement, many AI-related stocks are now trading at levels that historically signal elevated risk. A few megacap companies are carrying a huge share of recent market gains—and investors may not realize how much of their portfolio is exposed to this momentum.   At Connect Financial Advisors, we’ve been watching the data closely. AI is a powerful long-term trend, but parts of the market a

What Are Tariffs? A tariff  is a tax imposed by a government on imported goods. Tariffs raise the cost of foreign products, ideally...

Annuities are often marketed as reliable income solutions, but not all annuities are the same. Understanding the differences between...

When it comes to investing, there are two primary strategies: Active  and Passive  management. Each approach has its strengths, and...

1. S&P 500 Price-to-Earnings (P/E) Ratio Over 20 Years The P/E ratio tells us how much investors are willing to pay for each dollar a...

When it comes to managing your finances and making important investment decisions, the advisor you choose can significantly impact your...

Update on stock & bond markets, current positions, and thoughts on future positioning.

Reposted from June 2023 Market Minute article. By almost any account, the S&P 500 Index year-to-date performance has been incredibly...