May 45 minArticlesThe Fed, the Economy, and the Financial MarketsEspecially during times when the economy is in flux—such as in early 2020, when the coronavirus pandemic was causing economic shutdowns,...
Apr 54 minArticlesThe Sage Speaks: 2022 EditionOne of the most anticipated events in the financial world is Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway...
Mar 85 minArticlesGlobal Events and Your InvestmentsThe Russian invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating...
Feb 15 minArticlesInflation, the Economy, and the MarketsTo say that inflation has been in the financial headlines lately would be a bit of an understatement. Consider just a few recent...
Jan 44 minArticles“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, 20215 minArticlesSetting Your Sails in Uncertain Weather: Tax-Efficient Moves for Your PortfolioAs 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, 20214 minArticlesInflation and Your Stock Portfolio: The News Isn’t Necessarily BadInflation 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, 20214 minArticlesThe 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, 20214 minArticlesPrepare Your Kids for Success in Life: Teach Them about InvestingI 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, 20214 minArticlesWhy Cyberattacks Increased During the Pandemic, and What It Means for Your Online SafetyAs if the COVID-19 pandemic hadn’t already caused enough problems, experts are warning that the public health crisis and the resulting...
Jul 6, 20215 minArticlesInflation: 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, 20215 minArticlesWhat the Market Taught Us in 2020It 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, 20214 minArticles“Invest Like a Girl”: Special Considerations for Women InvestorsNot 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, 20215 minArticlesLessons from the Sage of Omaha: Warren Buffett’s 2021 Letter to ShareholdersOne of the most-anticipated events in the financial world is Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway,...
Mar 2, 20214 minArticlesIt’s That Time Again! Hints for the 2021 Tax SeasonThough the IRS delayed the official beginning of the 2021 filing season until February 12, the filing deadline for your 2020 return is...
Feb 2, 20214 minArticlesChecking the Crystal Ball: 2020 Predictions ScorecardWho wouldn’t like the ability to accurately predict the future? (By the way, notice the word “accurately” in the previous sentence....
Jan 6, 20214 minArticlesTurning the Page: Smart Financial Planning and Investment Moves for 2021Now that 2020 is finally behind us, it is time to look ahead with fresh eyes and renewed hope. However, while the past year is one that...
Dec 2, 20204 minArticlesTax and Estate Planning for 2020: A Roundup of Year-End IdeasAs the end of each year approaches, it is always wise to review your financial documents and strategies. This is the perfect time to...
Nov 4, 20204 minArticlesElection Years and Your Portfolio: Focusing on What Is Most ImportantAs this article is being published, we have just learned that according to the Associated Press, Joe Biden has been elected President of...
Oct 7, 20204 minArticlesTrump or Biden: Comparing the Tax Plan of the Two CandidatesWhile we certainly don’t know the outcome of the US presidential election coming up just a few weeks from now, we do know that whoever...