The recent pullback in AI-linked stocks this November offered a helpful reminder of how quickly narratives can shift. Much of the market’s strength this year has been fueled by excitement and investment around AI, which…
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Why Smart Investors Still Make Emotional Decisions
During our regular Spring and Fall progress meetings, current events often shape the questions that come up in conversation. This Fall, we’ve been hearing variations of the same questions: “Markets have been strong—are we due…
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Should Gold Be Part of Your Investment Portfolio?
Gold has long been viewed as a timeless store of value, often rising in popularity when economic uncertainty or inflation concerns dominate the headlines. But what role should it play in an investment portfolio? While…
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Is Dollar Cost Averaging “Better” Than Lump Sum Investing?
We often have clients who hesitate to invest when they believe the market is near a peak, worried that a downturn could cause immediate losses. One way to address that concern is through dollar cost…
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April Newsletter | Volatility, Tariffs, and What Investors Should Do
If you’ve been watching the markets, you’ve likely felt the rollercoaster of economic shifts that have unfolded. From trade wars to heated debates about the size of the federal workforce, the first few months of…
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A Primer On Tariffs
With trade policy unsettling markets at the start of the second Trump administration, it’s important to understand tariffs—what they are, how they work, and the bigger economic and political effects they bring. While they can…
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Year-In-Review | Fortress Wealth Planning
As we reflect on the past year, we are proud to share the growth our firm has experienced, a direct result of the trust and partnership we have built with each of you. Your confidence…
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**Election Special** | Fortress Wealth Planning
As elections approach, speculation about their impact on financial markets intensifies. However, the election results are only one of many factors shaping market behavior, and short-term volatility often arises from a complex mix of economic…
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June Newsletter | S&P 500 – an increasingly concentrated index
US equities have pleasantly surprised this year. Large-cap stocks in the US have shown impressive performance in 2024, particularly with the S&P 500 rising by nearly 15% since the beginning of the year (*as of…
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Why Beating the S&P 500 Isn’t the Goal: Focusing on Your Investment Outcomes
Understanding the Limits of Index Comparisons In the financial industry, there is a pervasive focus on benchmark-relative performance, particularly against the S&P 500. However, there is little education about how indexes are constructed, and this…
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