Some financial advisors advocate for concentrated “best ideas” portfolios as the surest path to market outperformance. Who doesn't want that? The premise is when a portfolio consists only of a … [Read more...]
Deconstructing Current Inflation
A recent spike in the U.S. inflation rate combined with wage growth and near-record low unemployment has captivated the attention of America as this information is integrated into current asset … [Read more...]
Trying to Predict the Market? Flip a Coin
There is no reliable way to predict top performers in the stock market. Research shows this. We know that broad diversification helps reduce unnecessary risk associated with exposure to a single … [Read more...]
Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get … [Read more...]
Success That Lasts — Episode 6: Bridging the Identity Gap
Adversity is an inevitable part of life. Legendary football coach Lou Holtz has said, "Adversity is another way to measure the greatness of individuals. I've never had a crisis that didn't make me … [Read more...]
Lessons for the Next Crisis
The 10-year anniversary of the global financial crisis is quickly approaching. In early October 2007, the S&P 500 achieved a new high point before shedding more than half its value over the next … [Read more...]