Resources

In an effort to fulfill our mission of educating all on the benefits of a healthy financial lifestyle, we offer our insights and resources. Our ‘Vestbridge Weekly Update’ is published weekly and provides critical insight into current events.

As a trusted voice in the industry, we also offer some of our published Guides free to the public, and we offer other materials also listed below.

  1. Managing Expectations for Volatility

    As we near the fourth quarter of 2022, many investors are feeling anxious and uncertain about their portfolios as markets grind continuously lower in a bear market that began in January.

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  2. The 60/40, Down But Not Out

    No investment strategy is infinitely infallible and always works. One that typically weathers most economic and market conditions is the 60/40, stock/bond, typically referred to as the classic balanced portfolio. 

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  3. The Fed, its Role, its Goal

    It took less than nine minutes on Friday, August 26th for Fed Chair Jerome Powell to whip the financial markets into shape, making it clear that the central bank was not done with its rate hikes yet.

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Ready to learn more about
smart, personalized investing?

Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.

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