It's not about pie charts
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Mentions in press and media 10
| Date | Title | Description |
| 17.04.2025 | Should investors dump U.S. stocks for international equities? Here’s what experts are saying | U.S. stocks had been outperforming the world for years heading into 2025. Now, some investors are changing their investment strategy to boost their international exposure. Although global diversification may be a good move as U.S. markets c... |
| 09.04.2025 | Navigating the Storm: What College Savers Should Know About 529 Plans Amid Market Turbulence | The winds of the stock market are unpredictable. For families saving for college through 529 plans, recent volatility can feel like a tempest. With market swings driven by tariffs and trade tensions, many parents are understandably anxious.... |
| 08.04.2025 | What college savers need to know about their 529 accounts as market roils | Families saving for their children’s college education in a 529 college savings plan may be on edge amid the recent market volatility. Many 529 plans use an age-based asset allocation — meaning the mix of investments is based on the benefic... |
| 07.04.2025 | Selling out during the market’s worst days can hurt you, research shows — here’s how much you could lose | Amid an ongoing market selloff, some investors may be tempted to cash out in a flight to safety. Yet research shows they’ll likely regret it. U.S. stocks saw wild market swings on Monday as the tariff sell-off continued. For some investors,... |
| 19.03.2025 | Why uncertainty makes the stock market go haywire | Investor uncertainty has led to volatile trading in the stock market. They are unnerved by see-sawing Trump administration policy positions, most importantly on tariffs, experts said. Investors don’t know how policy will impact corporate pr... |
| 21.02.2025 | With tariffs ramping up, this investment option can provide protect against inflation | The threat of tariffs on imports is causing some investors to consider increasing their exposure to Treasury inflation-protected securities to help buffer their portfolios against inflation. TIPS are inflation-protected bonds that are issue... |
| 31.10.2024 | Serving the Few, Thriving on Value: How Wealth Services Should Prioritize Client Relationships Not everyone uses financial advisors and wealth services, as managing our own finances doesn’t seem that ... | Not everyone uses financial advisors and wealth services, as managing our own finances doesn’t seem that hard on the surface. For instance, you can plug away at your job, set modest financial goals, and maybe pay for a robo-advisor if need ... |
| - | 55% of Gen Xers regret not saving more for retirement—3 ways to start planning now | More than half of Gen Xers say they regret not saving more for retirement. Fifty-five percent of Americans born between 1965 and 1980 wished they had more saved, according to an Allianz Life study. But it’s never too late to start saving mo... |
| - | 41% of adults are preparing for a recession. It’s time to stress-test your income, advisors say | Recent bank woes have made an economic downturn more possible, experts say. If you’re worried about how a recession may affect you, advisors say, it’s a good time to stress-test your finances. |
| - | As nervous investors worry about the presidential election, public debt is a top concern financial advisors say | As investors worry about the impact the November election, financial advisors say public debt is a more pressing issue, a new survey finds. Experts say there are certain moves individual investors can make to limit their financial exposure ... |