It's been 50 years since we've seen this in the S&P 500
The top 10 largest stocks currently make up one third of your investment in an S&P index fund. We haven't seen that kind of stock concentration in the index since 1973.
Should I Invest in Gold?
A position in gold may make sense if you're looking to diversify your portfolio. However, you'll want to consider the current interest rate environment. And if you're looking to maximize the growth of your investments, investing in gold is probably not the best vehicle.
2023 Mundorf Christmas Tiki Party
This December 2nd, we invite our clients to join us for the Mundorf Christmas Tiki Party! Get the details and RSVP at www.mundorfevents.com
Thank You for Making a Difference!
We are humbled and grateful that we were able to celebrate another year with our clients and friends at the annual "Mundorf Christmas Tiki Party!"
Are Annuities a Good Investment?
There are many types of annuities, and they generally serve one of two functions: as an investment or as a quasi-pension plan offering income for life in retirement.
A Tax-Smart Alternative to Cash
Unlike cash and other cash alternatives, Buffered ETFs don’t generate taxable interest. Instead, you get much more favorable capital gains treatment and only pay taxes when you decide to sell.