THE WEEK IN REVIEW: Sept. 5 – Sept. 11

Markets dropped every day last week Is the September curse rearing its ugly head? Each of the major domestic equity indexes dropped last week, experiencing losses every day. (Well, every day except Monday, when markets were closed for Labor Day.) Many factors conspired to push markets down, from continued inflation concerns and increases in longer-term…

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The Wealth Report: Are You Sure Your Assets Are Diversified

ARE YOU SURE YOUR ASSETS ARE DIVERSIFIED? Evaluate your diversification strategy across all of your investment accounts to ensure that many of your holdings do not overlap — which may negate the benefits of diversifying. Overview The theory of diversification is that by spreading out invested assets among a wide variety of holdings, an investor…

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