Time IN the Market, Not Timing the Market

Time IN the Market, Not Timing the Market

Register for FLP Webinar Series: Tax-Efficient Opportunities in Real Estate for Investors, September 9th By Ellen Hazen, CFA®, Chief Market Strategist August Takeaways: Economic data was mixed. New jobs created in the month of July (reported in early August) were...
Can Small Caps Catch Up?

Can Small Caps Catch Up?

By Ellen Hazen, CFA®, Chief Market Strategist July Takeaways: Small-capitalization US equities sharply outperformed. During the month of July, the S&P SmallCap 600 Index appreciated 10.8%, while the S&P 500 Index appreciated only 1.2%. Year-to-date, the larger...
Democratizing Alternative Investments

Democratizing Alternative Investments

By Ellen Hazen, CFA®, Chief Market Strategist June Takeaways: The Federal Reserve (“Fed”) increased its estimates of inflation, unemployment, and the longer-term Federal Funds rate, while keeping short-term rates at 5.25%-5.50%. The Fed’s quarterly Statement of...
Checking in with Your 401(k)

Checking in with Your 401(k)

Amidst the hustle and bustle of everyday life, many of us don’t have the time or energy to monitor our 401(k) account (or other retirement plan). While too much tinkering can be problematic, the temptation to “set and forget” 401(k) funds should also be...