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Time-Weighted vs. Dollar-Weighted Returns: Why Both Matter for Your Investments

When you look at your investment statement, it’s natural to focus on the performance number. But here’s something many investors don’t...

Caserta & de Jongh, LLC

6 hours ago2 min read

The first half of 2025 has been anything but boring. Between tariff headlines, choppy markets, and a surprising win for international...

Caserta & de Jongh, LLC

Aug 152 min read

Summertime can be busy, but as we head into the second half of the year, now is the perfect time for a quick financial tune-up. A...

Caserta & de Jongh, LLC

Aug 82 min read

Have you ever wondered what would happen to your assets if something unexpected happened to you? Who would take care of your financial...

Caserta & de Jongh, LLC

Jul 162 min read