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The Importance of Portfolio Rebalancing

Over the last couple of weeks, Prime Capital Investment Advisors have been rebalancing our clients accounts. These seemingly small transactions of buys and sells happening inside your portfolio...

Week-in-Review: Week ending in 02.18.22

The Bottom Line ● Equity markets around the globe deepened their year-to-date losses as tensions between Russia and Ukraine heightened throughout the week. ● Bonds reversed their selloff from...

Week-in-Review: Week ending in 02.11.22

The Bottom Line ● US Markets lost the ground they gained last week after inflation came in hotter expected and tensions between Russia and Ukraine escalated. ● Yields spent most of the week in a...

Week-in-Review: Week ending in 02.04.22

The Bottom Line ● US Markets recovered some of their losses sustained at the beginning of the year this week but remain in the red year to date. ● Yields rose yet again for the week, the yield on...

Week-in-Review: Week ending in 12.24.21

The Bottom Line ● Traders shook off omicron concerns and the hawkish Fed from last week and grinded out a new record for equities despite the shortened trading week. ● Yields climbed with...

Week-in-Review: Week ending in 12.31.21

The Bottom Line ● Despite low volume during the final week of the year, global equities were mostly in the green for the week, solidifying robust returns for the year of 2021. ● Yields gently...

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Don Williams, CMFC®, CRPC®