
Decoding the S&P 500: Why High Concentration Could Mean Lower Returns
When you think of the S&P 500 Index, you probably think of a diversified index of the best, or at least the biggest, 500 companies
When you think of the S&P 500 Index, you probably think of a diversified index of the best, or at least the biggest, 500 companies
Exciting News! The Watchman Group is thrilled to announce that we were named one of the “2023 Top Wealth Management Firms and Teams” in North
2023 Defies Predictions 2023 began the year with most economists predicting the economy would fall into a recession and the majority of investment strategists expecting
Key Takeaways: You can save a lot in taxes by strategically planning charitable contributions before selling your business, resulting in substantial tax savings and increased
Several trends changed course in the third quarter as both stocks and bonds fell a er rising in the first half of 2023. The reversal
Tax Efficiency and Investment Gains: Unraveling the Stocks vs. Bonds Debate Key takeaways: Equity Risk Premium: The equity risk premium, ranging from 3.5% to 5.5%,
Bankrate.com recently shared the results of a survey they conducted and the results drew our attention. When asked, “What annual income would you need to
On August 1st, the credit rating agency Fitch downgraded the sovereign debt of the United States from AAA to AA+. Fitch is one of three
It is remarkable how consistent total returns have been for the U.S. stock market over the long term. For the last 5, 10, and 15