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The Inflation Reduction Act of 2022: What’s in It for You—And What’s Not
Our friends in Congress spend a lot of time and thought, not just in drafting and passing legislation, but also in naming it. The idea is...
Blog & Articles
- Aug 2
- 5 min
Is It a Recession? Or Is the Economy Just in a Bad Mood?
When was the last time you “woke up on the wrong side of the bed”? Maybe things were not going smoothly at work; maybe the kids were...
- Jul 7
- 4 min
Why You Shouldn’t Try to Ride the Market Cycle
Correctly anticipating the Next Big Market Move is the Holy Grail of investing. But like the Holy Grail of legend, it typically proves...
- Jun 7
- 4 min
Inflation Outlook: Is It Time to Buy Gold?
Though the latest readings on inflation were somewhat more encouraging than in previous months, resulting in a stock market rally that...
- May 4
- 5 min
The Fed, the Economy, and the Financial Markets
Especially during times when the economy is in flux—such as in early 2020, when the coronavirus pandemic was causing economic shutdowns,...
- Apr 5
- 4 min
The Sage Speaks: 2022 Edition
One of the most anticipated events in the financial world is Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway...
- Mar 8
- 5 min
Global Events and Your Investments
The Russian invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating...
- Feb 1
- 5 min
Inflation, the Economy, and the Markets
To say that inflation has been in the financial headlines lately would be a bit of an understatement. Consider just a few recent...
- Jan 4
- 4 min
“Sell Your Losers and Let Your Winners Run”: Is Momentum a Reliable Guide?
Almost thirty years ago, investment researchers Narasimhan Jegadeesh and Sheridan Titman published a study in the Journal of Finance that...
- Dec 7, 2021
- 5 min
Setting Your Sails in Uncertain Weather: Tax-Efficient Moves for Your Portfolio
As we move toward the end of 2021, the “weather patterns” for the taxation environment may be shifting. The Biden White House and the...
- Nov 2, 2021
- 4 min
Inflation and Your Stock Portfolio: The News Isn’t Necessarily Bad
Inflation has been in the news quite a bit recently. We’ve been hearing about what it is, how it affects the economy, and how the Federal...
- Oct 5, 2021
- 4 min
The Delta Variant and the US Economy: Have We Seen the Worst?
With some experts indicating that the surge in COVID-19 cases caused by the delta variant may be cresting, many are wondering what...
- Sep 7, 2021
- 4 min
Prepare Your Kids for Success in Life: Teach Them about Investing
I have a friend who tells a story from when she was a teenager. It seems that Jordache jeans were what the cool kids wore, and she really...
- Aug 3, 2021
- 4 min
Why Cyberattacks Increased During the Pandemic, and What It Means for Your Online Safety
As if the COVID-19 pandemic hadn’t already caused enough problems, experts are warning that the public health crisis and the resulting...
- Jul 6, 2021
- 5 min
Inflation: Is It Time to Worry?
Since the 2008 financial crisis that led to the Great Recession, the US Federal Reserve has targeted a 2% annual rate of inflation as the...
- Jun 1, 2021
- 5 min
What the Market Taught Us in 2020
It has been said that good decisions come as a result of experience, and that much of the time, experience comes as a result of bad...
- May 4, 2021
- 4 min
“Invest Like a Girl”: Special Considerations for Women Investors
Not so long ago, it was the case that if someone was accused of doing something “like a girl,” it wasn’t intended as a compliment. But...
- Apr 6, 2021
- 5 min
Lessons from the Sage of Omaha: Warren Buffett’s 2021 Letter to Shareholders
One of the most-anticipated events in the financial world is Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway,...
- Mar 2, 2021
- 4 min
It’s That Time Again! Hints for the 2021 Tax Season
Though the IRS delayed the official beginning of the 2021 filing season until February 12, the filing deadline for your 2020 return is...
- Feb 2, 2021
- 4 min
Checking the Crystal Ball: 2020 Predictions Scorecard
Who wouldn’t like the ability to accurately predict the future? (By the way, notice the word “accurately” in the previous sentence....