Stock Market

2 Reasons the Generic 60/40 Portfolio Fails LionsGate Advisors

2 Reasons the Generic 60/40 Portfolio Fails

December 19, 2022
Posted in ,

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety […]

Read More
Can You Turn Investment Losses into Tax Gains? Lionsgate Advisors

Can You Turn Investment Losses into Tax Gains?

November 7, 2022
Posted in , ,

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market […]

Read More
Rediscovering the Value of Yields in Recessions LionsGate Advisors

Rediscovering the Value of Yields in Recessions

October 24, 2022
Posted in , ,

For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they made their meteoric rise, your overall wealth […]

Read More
5 Unique Risks for the Affluent Investor LionsGate Advisors

5 Unique Risks for the Affluent Investor

October 10, 2022
Posted in ,

You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply […]

Read More
A Financial Advisor Can Prepare You for A Wintery Market Lionsgate Advisors

A Financial Advisor Can Prepare You for A Wintery Market

September 29, 2022
Posted in ,

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be […]

Read More