HeyJaredP. Reid Schwartz CFP
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 30, 2026
- Outlet visibility, for The Sumter Item
- Top 500K sites
- Earliest in this view
- Jul 8, 2026
Latest articles
Don't give up on fixed income - The Sumter Item (opens the original)
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Over the past several years, fixed income has given investors plenty of reasons to be frustrated. After a long period of historically low interest rates, rates rose rapidly beginning in 2022 as the Federal Reserve increased rates to combat inflation. Rising rates caused bond prices to fall, and investors who had become accustomed to the stability of bonds experienced something they may not have seen in decades: meaningful losses in their fixed-income portfolios. For investors who watched their s
More families are talking about money. That is a good thing. - The Sumter Item (opens the original)
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For many years, money was one of the topics families simply did not discuss. Parents often believed it was best to keep their finances private, even from their adult children. Children frequently had little understanding of their parents' financial picture, estate plans or wishes until after a death or significant health event. While every family is different, we have noticed a meaningful shift in recent years. More families are becoming open about their finances and are intentionally including
Why is consumer confidence falling while the stock market keeps rising? - The Sumter Item (opens the original)
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Recent surveys have shown that consumer sentiment has weakened as many Americans continue to express concerns about inflation, housing affordability, interest rates and the overall economy. Yet, at the same time, the stock market has continued to perform remarkably well. Historically, these two measures have often moved in the same direction. Strong consumer confidence frequently accompanied rising stock prices, while declining confidence often occurred during bear markets or recessions. Today,
Looking beyond the S&P 500: Is your portfolio truly diversified? - The Sumter Item (opens the original)
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Over the past decade, the U.S. stock market has rewarded investors handsomely. In particular, the S&P 500 has delivered exceptional returns, driven largely by a handful of mega cap technology companies. As a result, many investors have come to believe that owning the S&P 500 alone provides all the diversification they need. As financial advisors, however, we often see a different reality. Many portfolios are heavily concentrated in U.S. large cap equities, whether through index funds, actively m
Looking beyond the S&P 500: Is your portfolio truly diversified? - The Sumter Item (opens the original)
Read excerpt
Over the past decade, the U.S. stock market has rewarded investors handsomely. In particular, the S&P 500 has delivered exceptional returns, driven largely by a handful of mega cap technology companies. As a result, many investors have come to believe that owning the S&P 500 alone provides all the diversification they need. As financial advisors, however, we often see a different reality. Many portfolios are heavily concentrated in U.S. large cap equities, whether through index funds, actively m
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