Checking an index point at any given time is like dipping your toe in the water to see how the ocean is doing. You may have good reasons to do that to...
What might be the impact of rate changes on you and your financial well-being? Is there anything you should “do” to your investment portfolio in respo...
A question worth finding answers to is 'what is the total cost of ownership?' The costs you expect to pay are likely to be an important factor in maki...
The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully ti...
In today’s world of one-page financial plans, bargain-basement fund pricing and automated investing tools, you don't just need advice. You need good a...
What are Liquid Investments? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, wit...
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 p...
A rubric of modern portfolio theory taught at colleges and universities holds that investors get paid extra return for taking risk. The risk premium i...
I'm wishing you all a Happy New Year, and want to start the year by sharing our 2018 Year-End investment letter, and some advice around avoiding extre...
Taxes in retirement can have serious impacts and different investments are taxed differently. Retirees should be aware their taxable income could have...
