by Alex Dubrovsky, CFA, PRM, BACS | Feb 14, 2024 | Investment Planning
In the dynamic world of investing, achieving a well-balanced and diversified portfolio is crucial for managing risk and maximizing returns. While stocks often take center stage in investment discussions, it’s essential not to overlook the stabilizing role that...
by Alex Dubrovsky, CFA, PRM, BACS | Aug 23, 2023 | Investment Planning
When it comes to building a successful investment portfolio, one of the most crucial principles is diversification. Diversification has become an important strategy in client portfolios over the last few years as a pandemic, wars and political events have...
by Alex Dubrovsky, CFA, PRM, BACS | Oct 3, 2022 | Investment Planning
During the first half of 2022, consumers began seeing significant an increase in the prices they pay for groceries, gas and at restaurants. This persistent increase in price you pay at the counter is called inflation, and if your salary does not get adjusted upward,...
by Alex Dubrovsky, CFA, PRM, BACS | Jul 24, 2020 | Investment Planning, Retirement Planning
On June 3, 2020, the US Department of Labor published an information letter assuring that private equity investments may be included in 401(K) plans. The inclusion is permitted if private equity is a component of an asset allocation fund, target-dated fund, or...
by Alex Dubrovsky, CFA, PRM, BACS | Apr 21, 2020 | Investment Planning
Being quarantined and spending a lot of time at home has had a profound effect on our day-to-day lives. While it allows us to catch up on all the Netflix shows we’ve been missing, it also gives investors plenty of time to worry about their investments. Worry is a...
