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...]
Why Should You Diversify?
US stocks have outperformed international and emerging market stocks in recent years. Some investors might reconsider the benefits of investing in stocks outside of the United States. However, … [Read more...]
The Flat-Out Truth
Why do investors care about the shape of a yield curve? What is a yield curve? Check out this month's investor briefing which explores yield curves and investigates the empirical evidence … [Read more...]
Avoiding Financial Scams and Identity Theft Slams
In 2017, 16.7 million individuals were impacted by identity theft with damages totaling $16.8 billion. Identity theft crimes are common with no sign of the trend slowing any time soon. Check out … [Read more...]