Private equity has evolved from niche to necessary for many high-net-worth investors. This article explores how it can complement traditional stock portfolios by adding diversification, reducing volatility, and offering strong long-term potential.

Recent U.S. debt downgrades highlight growing fiscal concerns. Understand how these changes could influence your investment decisions.

Not all financial advisors are held to the same standard. While many operate under a "suitability" rule, fiduciary advisors are legally obligated to act in your best interest. This article breaks down the difference and why it matters for your financial future.

The first quarter of 2025 showcased contrasting market movements and heightened volatility. While equities faced pressures, commodities like gold found strength amid economic uncertainty. In our latest review, we share key observations and explain why we remain long-term constructive yet short-term cautious.

Even smart investors can make irrational decisions. Discover how behavioral finance helps retirees avoid common traps and stay focused.

Discover how dividend stocks work, potential benefits, and how they fit into your investment strategy for income, stability, and growth.

Subscription overload? Learn how a few simple strategies can help you manage your subscriptions so you only pay for what you truly need.

At Emerald Asset Management, our primary focus is managing stock portfolios for our clients.  Our flagship strategy, called the Global...

Inheriting an Individual Retirement Account (IRA) presents both financial opportunities and responsibilities. Knowing the rules for...

As we enter the election season leading up to November 5th, I expect increased market volatility and an increase in client inquiries...

While Traditional and Roth IRAs offer tax benefits, they differ crucially. Roth contributions have income limits (unlike conversions),...

The total return for the S&P 500 for the 3rd quarter was a minus 3.27% although the major index has returned a positive 13.07% year to...

The first half of 2023 is done and over and to the novice investor, the stock market looked incredibly strong. The S&P 500 booked a...

We believe that the economy is currently in or about to be in a mild recession. Most of the indicators that we monitor indicate that the...

Most people are well aware that stocks have been under pressure this year. The first chart below shows the selloff as most laypeople...

The broad US stock market indices finished down for the third quarter in a row with the S&P 500 coming in at minus 24.77, the Nasdaq down...

The first three rules of investing in the stock market are: 1) the trend is your friend, 2) don’t fight the Fed, and 3) beware the crowd...

You’ve undoubtedly heard by now that the S&P 500 just had its worst six month start to any year since 1970 coming in at minus 20.58%. ...

One of the advantages of getting older is experience and the wisdom that (supposedly) comes with it. I would say that over 30 years of...

I hate to be the bearer of bad news but…various parts of the yield curve have started to invert. If I haven’t already lost you, please...