Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
In our last piece, we covered the recent uptick in inflation, and what to make of it in a historical context. For investors, it’s important to take a step back and look at the big picture before … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do … [Read more...]
Estate Planning Tool: What to Consider Before Updating Your Estate Plan
Estate planning can be a little like going to the dentist. You never stop — it's more like hygiene than a project that gets completed. Both are important, but neither are particularly fun. If any of … [Read more...]
Dollar-Cost Averaging vs. Lump Sum: What’s the Best Approach?
You spent the last 20 to 30 years growing your business. After months of work, due diligence, negotiation, and sleepless nights you finally sold it! You look at the bank balance and it almost doesn't … [Read more...]
The Perils of Trying to Time the Market
COVID-19 has wreaked havoc with the economy and your portfolio. If you’ve got your doubts in this moment, you may be wondering whether you should somehow shift your portfolio to higher ground until … [Read more...]
Remember: The Stock Market is Resilient
A common refrain of investors during any period of stock market volatility is, "Yeah, but this has never happened before." It's true that the details of one volatile episode rarely perfectly … [Read more...]
The Index Bogeyman
Index funds have garnered a lot more attention from the financial media and investors alike in recent years. The increased popularity of passive investment strategies has provoked the question by … [Read more...]
The Dow Jones Industrial Average Is Killing The American Investor One 500 Point Drop at a Time
Now that we have your attention…Every time you hear on the news "The DJIA dropped 500 points", do you feel a sense of foreboding and your blood pressure starts to rise? Wonder if the stock … [Read more...]