As we kick off the new year, it’s the perfect opportunity to revisit your investment approach and retirement plans. In this edition, we explore whether investing all at once or gradually over time is the best strategy, with a closer look at the benefits of dollar-cost averaging. We also discuss key economic factors for 2025, such as interest rates, government policies, and the future of the stock market, and what they could mean for your portfolio. Focusing on building a life of purpose and meaningful connections.
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Pros and Cons of Dollar-Cost Averaging
Is it better to spread your investment over a set period or go all in at once? While research shows it’s usually better to invest the full amount upfront, there could be benefits to a staggered approach. In this short video, Focus Partners shares perspectives on dollar-cost averaging.
The Top Investing Questions for 2025
How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market continue its impressive climb? Explore the top investing questions for the year ahead and the potential implications for your portfolio.
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.