In my last article, I discussed the importance of a long-term focus when investing and why such a focus has historically served investors well. With markets continuing to gyrate wildly, is it time for a different approach? For the answer, let’s evaluate the stock market’s odds of winning and losing over the long run. ... Read More
We always encourage our clients to think long-term about their investments. This is not just an empty platitude; we encourage it because it works. With markets going haywire this year, trying to avoid further losses can be tempting, but that often ends up hurting more than it helps.... Read More
Stock buybacks are again in the news as senators and even President Biden have shown interest in supporting proposals to limit them. From potentially taxing buybacks to adding other limits, stock buybacks have received much attention in the last year. Why all the fuss?... Read More
We all know that seeing your doctor regularly helps identify potential health problems before they become serious. But have you considered an annual checkup for your investment portfolio? A healthy portfolio can help ensure a satisfying life.... Read More
You are at a party, hanging with friends, or simply eavesdropping on a nearby conversation and you hear about someone investing in an exclusive fund that is not available to just anyone. Impressed by... Read More
A little over eighteen years ago, my wife and I welcomed our first child into the world. Later this month, we will be dropping her off for her freshman year of college. Where did the time go?! As I re... Read More
Assets in target-date funds reached $1.58 trillion at the end of 2020. Many people have chosen to use target-date funds as an easy one-stop shop for their investment (and especially retirement) needs.... Read More
Faithful readers (hi mom!) will recall that it was about a year ago that I wrote about the potential impact of a new virus that was starting to spread worldwide. The virus turned out to be much worse... Read More
Year-to-date, SPACs (Special-purpose acquisition companies) have raised over $48b, more than the last ten years combined. It seems like every day a new one gets announced, often with a recognizable na... Read More
You diligently saved to a 529 account over the years and watched the balance grow. Now the beneficiary of that account has graduated from college – congratulations! Looking at the latest statement, yo... Read More
