Bryan

With over 3,500 equity mutual funds and ETFs available, it may seem easy to build a diversified portfolio. But is that really the case? When you consider how many of these funds hold major companies like Microsoft, Apple, and Nvidia, you’ll discover over half of them do, leading to significant concentration risk. Even with different […]

The next few weeks will be important for markets to see if the Nasdaq 100 falls below its 200-Day Moving Average (DMA), like it did in 2022, which could mean more potential downside. The 200 DMA is a key indicator that shows the index’s average closing price over the last 200 days, helping us understand

The recent sharp downturn in the market can raise concerns and questions. It’s important to remember that returns can fluctuate rapidly in the short term. What goes up can also come down quickly – this is a natural part of market dynamics. However, long-term buy-and-hold strategies without diversification are not always the best approach. For

The Federal Reserve’s dual mandate is to promote maximum employment and stable prices (control inflation). They pursue these goals through changes in the Fed Funds Rate. In 2022, they began raising rates to combat inflation, which has been decreasing back toward their target of 2%. While the Fed is cautious to avoid cutting rates too

Recent market volatility has been largely influenced by the Federal Reserve and expectations around interest rate cuts. Notably, the performance of large-cap stocks compared to small-cap stocks has been tied to these rate expectations. Earlier this quarter, higher inflation led to fewer anticipated rate cuts, favoring large caps as small caps struggled with rising rates.