Tuesday, February 27, 2024

Dimensional focuses on beating indexes, not matching them, by using a systematic, flexible approach that targets higher expected returns.

Tuesday, February 27, 2024

Michelle Norton became part of our ASI Wealth Management (ASI) team, in late October 2023, assuming the role of Client Service Associate providing support to our Bend advisors.

Monday, February 26, 2024

The article illustrates the resilience of financial markets in 2023 despite challenges, highlighting the importance for investors to accurately benchmark their returns against broader financial markets to assess performance effectively.

Friday, February 23, 2024

Lyft's earnings misreporting caused a frenzy: initial claim of 500-basis point profit increase corrected to 50, triggering huge trading volume and showcasing market's swift response to new data.

Tuesday, February 20, 2024

Embracing uncertainty yields positive outcomes in life and investing. Managing risk wisely leads to better decisions and improved outcomes over time.

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Friday, February 16, 2024

Co-CEO and CIO Gerard O’Reilly looked back at financial markets in 2023—and how they delivered an important lesson in discipline for investors.

Monday, February 12, 2024

Addressing differences in goals, communication, infidelity, spending habits, and income can foster harmony. Financial pros assist in navigating conflicts for healthier relationships.

Wednesday, February 7, 2024

SECURE Act 2.0 boosts retirement savings with Roth exemptions, IRA catch-up, student loan matching, tax-free 529 rollovers, SIMPLE adjustments, and penalty-free distributions, amid regulatory changes.

Tuesday, January 23, 2024

In 2023, asset classes rebounded in November and December amid positive inflation news and expectations of a Fed Rate policy shift, with significant gains in bonds, particularly US Bonds, and strong returns across stocks.

Tuesday, January 23, 2024

Despite a tough 2022, financial markets bounced back in 2023. Stocks (MSCI All World Index) surged by 21.6%, and bonds (Barclays Aggregate Bond Index) rose by 5.2%, defying earlier predictions and signaling market resilience.

Monday, January 22, 2024

Finding the balance between family and work will mean different things to different people. But what is important is that your work-life balance works for you and your family.

Friday, January 19, 2024

Industry pundits are buzzing about the recent launch of spot Bitcoin ETFs. Before adding the cryptocurrency to their portfolios, investors should ask themselves: “Why would I expect a positive return?”

Saturday, January 13, 2024

It was a year that defied expectations by many accounts. A number of forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation. But the economy remained...

Tuesday, January 9, 2024

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent....

Tuesday, January 2, 2024

Dimensional stressed the importance of focusing on your investment plan rather than rummaging through your portfolio looking for potential trouble spots when news headlines cause concern.

Monday, December 18, 2023

The article compares the exceptional gains of a handful of tech stocks in 2023 to the broader market, cautioning against concentrated investments and advocating for diversification and a long-term outlook in managing market volatility.

Monday, December 18, 2023

Michael at ASI Wealth Management recently achieved the prestigious CFP® certification after six years of service, showcasing his commitment to enhancing clients' financial well-being.

Wednesday, December 13, 2023

As the end of the year approaches, it's a great time to take stock of your business and set the stage for the year ahead.

Tuesday, December 5, 2023

Recessions understandably trigger worries over how markets might perform. But a history of positive average performance following a recession can be a comfort for investors wondering whether or not they should move out of stocks.

Friday, December 1, 2023

Investors questioning the viability of stocks in a high-yield short-term US Treasury environment can find reassurance in historical data.

Friday, December 1, 2023

Morgan Shepherd, ASI Wealth Management's Client Service Manager, boasts over 20 years of financial industry experience and a fervent dedication to animal welfare.

Friday, December 1, 2023

Declines in the market often trigger an urge to shift to cash or reduce stock exposure. Yet, historical data post-market declines of 10% reveal missed opportunities when moving long-term assets to short term instruments. 

Monday, November 13, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire....

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. It is also a time when financial decisions impact spouses and children for years to come. With everything a...

Wednesday, November 1, 2023

Navigating financial markets is unpredictable, proven by 2023's positive stock performance amid potential crises. While interest rates may rise, a soft landing is expected.

Tuesday, October 31, 2023

Missing only a brief period of strong returns can drastically impact overall performance. We believe that investing for the long term helps ensure that you’re in position to capture what the market has to offer.

Thursday, October 19, 2023

Don’t settle for the status quo when you can do just a little bit better—because a little bit becomes a lot over time.

Tuesday, October 3, 2023

Austin Miller became an integral part of the Bend team at ASI in the summer of 2019. Over the past four years, his role has evolved and expanded in tandem with his growing expertise.

Thursday, September 28, 2023

Are you a business owner thinking about exiting your company? Which exit strategy would benefit you the most? It’s a tough move to undo, and you should know the pluses and minuses going in. Planning early is key.

Tuesday, August 29, 2023

If I do not prepare for the range of possible outcomes, I am more likely to waver in my principles when things get tough. It is both good times and bad that the North Star of our investment decisions should be based on historical evidence.

Thursday, July 27, 2023

I feel lucky to have such incredible clients and strong relationships with my team. It brings a smile to my face whenever I think about the impact we have made on the lives of our clients and their loved ones.

Thursday, July 27, 2023

The markets continued their recovery from the lows in early October 2022. Over the last 9 months ending June 30, 2023, U.S. large-cap stocks are up 25% and U.S. small-caps are up 15%, according to the Russell indexes. International...

Friday, June 30, 2023

None of us can predict the future which is why it is so important to have a plan. Not just a plan for your investments, but a plan for your life. 

Tuesday, June 20, 2023

Financial planning is much the same as life – it is an ongoing process that needs to be revisited on a regular basis along the journey to help get you to your destination, i.e., retirement, college for kids/grandkids, etc.

Thursday, June 8, 2023

With developments in artificial intelligence (AI) advancing by leaps and bounds, should investors be worried about the influence of AI on markets?

Wednesday, May 31, 2023

If you were to poll strangers on what comes to mind when they hear the term AI (artificial intelligence), I suspect the two most likely answers would be Skynet or ChatGPT. 

Thursday, May 25, 2023

It is safe to say that no one wants the U.S. government to default on its debt. The debt ceiling has been raised over 100 times since it was initially passed by Congress during World War I.

Tuesday, May 23, 2023

When you approach the financial service industry looking to hire a financial advisor to help oversee your assets, it’s often hard to tell advisors apart.

Monday, May 22, 2023

This article will highlight the challenges in attempting to outguess market prices and shows that making investment choices centered around policy decisions may not be beneficial to investors.

Monday, April 10, 2023

The failures of Silicon Valley Bank and Signature Bank caused some investors to wonder about the security of their investment funds as well.

Monday, April 3, 2023

It is always surprising the effect a short period of time can have on an investor’s experience. We noticed this early on in our existence at ASI while compiling results for our institutional clients. 

Monday, March 13, 2023

As investors, we understand the risks associated with investing in stocks and bonds. But when our safety blanket of cash is in question, that can create unforeseen fear.

Wednesday, February 15, 2023

When evaluating the long-term results of investments like commodities, gold, and silver, the case for buying and holding in a portfolio are not quite convincing.

Monday, January 2, 2023

While discipline can feel painful, it is also well rewarded. Consider the other areas of life where you apply discipline and the results you have reaped in your life because of it.

Monday, August 8, 2022

To try and keep inflation in check, the Federal Reserve maintains the pursuit of stable prices as one of its three key monetary policy objectives.

Friday, July 1, 2022

A general framework based on potential benefits and drawbacks can be used to assess the merits of a new investment opportunity.

Friday, April 1, 2022

If we have a healthy relationship with money and know the difference between what’s interesting and what’s important, we can avoid harmful behaviors like selling at the wrong time, paying too much, or being swayed by outside opinions.

Wednesday, January 5, 2022

The importance of proper preparation has never been more evident than during the last two years.