Protecting Your Investments: Key Strategies to Prevent Fraud
In 2023, the FBI’s Internet Crime Complaint Center (IC3) received a record number of complaints from the American public: 880,418 complaints were registered, with potential losses exceeding $12.5 billion. Fraud and cybercrimes pose significant risks to everyone but there are practical steps to take to protect your identity and assets. To minimize exposure to these threats, it is critical to exercise caution when sharing information or conducting transactions online. This article outlines common tips and best practices to follow to help safeguard your data and accounts.
The Return of the Small-Cap Premium in 2024?
Our latest Wealth Management article is now available online! Here at Shaker, we believe in the power of small cap stocks. That belief has always been backed by our proprietary research, and this year is no different. If you want to best position your portfolio for...Is it Time for Investors to Buy Small Caps?
After a robust start to the year for most stock market participants, with the S&P 500 increasing 7.5% in the first quarter, many investors may be questioning their allocations to small cap stocks which rose just 2.7% in the quarter. For investors in this segment of the market, the frustrating trend is not just a 2023 phenomenon, as small cap stocks also lagged in 2022 and 2021.