McKinsey & Company recently reported that they project a shortage of financial advisors in the coming years. Ark Royal Wealth Management founder Mike Palmer, CFP® was recently quoted in a MarketWatch article that outlines key considerations in seeking an advisor.
In the ever-evolving world of investing, a new documentary aims to challenge traditional perspectives and reinforce the power of long-term, evidence-based strategies. Tune Out the Noise, directed by Academy Award-winning filmmaker Errol Morris, explores the financial revolution that reshaped how people invest.
Rebalancing your portfolio is often counterintuitive, but can be both a risk mitigation strategy and enhance long term returns.
For more than 20 years, Barron’s has conducted its annual Best Fund Families survey, ranking asset managers based on their one-year performance across a broad selection of actively managed funds. While the rankings provide a snapshot in time, many of the top-performing fund families of 2024 also boast strong long-term returns—suggesting they are more than just short-term standouts.
Many people wonder if working with a financial advisor is worth the expense. Concerns about cost, trust, and value often make individuals hesitant to seek professional guidance.
S&P 500 Valuations. The largest companies in the S&P 500 have significantly higher forward P/E ratios, with the top 10 trading at 30.7x earnings. Nearly 40% of the index weight is concentrated in those stocks, meaning these few companies have an outsized impact on index performance. Investors should be mindful of paying a premium for large growth stocks and the risks associated with increased market concentration.