We believe that financial literacy is an important step of your wealth journey and it may not always be easy to find reliable resources. See below to find education and insight on financial markets, economic environments, and investing principles.
Whether you're planning for retirement or just looking to optimize your investment strategy, understanding Tax-Equivalent Yield (TEY) can help you make more informed decisions. In this article, we break down how TEY works using a real-world example, showing how taxes can impact your returns and investment strategy.
In this Investor Education Series, we speak directly to that prospect of falling interest rates. This 10 minute video provides IPG’s perspective on how you should approach your cash investments as we enter a new phase of this interest rate cycle.
“Past performance is no guarantee of future results.” In this short piece we dive into that disclosure, some evidence behind it, why most investors still ignore it, and a common psychological bias or mental shortcut our brains exhibit that if we’re aware of, can help us make better decisions, both in the markets and outside of them.
In this Investor Education Series, we briefly cover the most well-known, most popular stock market index in the world: the S&P 500. We’ll cover what it actually is, why it’s become so popular, and importantly, the drawbacks we must be aware of as long term investors.
