investment strategy proximity financial partners

Are Your Investments Aligned? A Question Worth Asking

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When people think about investing, it's natural to focus on performance. After all, market headlines often make us wonder whether our portfolio is keeping up. But strong returns don't always mean your investments are working for you.
Market Update Proximity Financial Partners

So You’re Telling Me There’s a Chance

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Concentration is at a historic extreme. The ten largest companies in the S&P 500 now make upclose to 40% of the index, a level of top-heavy exposure not seen in roughly six decades. Passive allocations increasingly ride on one story going right.
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The Money Conversation Most Families Never Have

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Most families talk about money every day without ever really talking about money. They discuss grocery bills, vacations, home projects, and whether now is the right time to make a big purchase...
is your portfolio diversified Proximity Financial partners

The Importance of Diversification in 2026: Why a Balanced Portfolio Still Matters

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Every year seems to bring a new investment trend. One year it is AI, another year it is technology stocks or cryptocurrency. Diversification continues to be one of the most important principles of long-term investing, and in 2026, it is just as valuable as ever.

The Financial Cost of Waiting: Why Putting Off a Plan Can Be Expensive

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There are a lot of things in life that can wait. Cleaning out the garage. Tackling that home project you’ve been putting off. But when it comes to your finances, waiting can sometimes come with a price.