Jul 1, 20214 minFlash ReportsThe Many Benefits of Building a Family BrandNearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never...
Jun 28, 20213 minBehavioral FinanceYour Brain and Investing: First in an Occasional SeriesLegendary economist and investor Benjamin Graham (1894–1976) made a timeless observation, decades ago: “The investor’s chief problem—and...
Jun 21, 20212 minInvestment PlanningIs Sustainable Investing for You?Very few of us, looking back at the big picture for 2020, would likely say, “it was a good year.” And yet, especially for certain...
Jun 14, 20212 minInvestment PlanningLuck, Skill, and Their Role in Portfolio ReturnsMost investors are familiar with the phrase, “Past performance is no guarantee of future results.” A new study by researchers Corey...
Jun 7, 20213 minEstate PlanningShould You Begin Transferring Your Wealth to Your Children? Some Points to ConsiderThere’s an often-quoted maxim regarding inherited wealth: “The first generation makes it; the second generation builds it; the third...
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...
Jun 1, 20214 minFlash ReportsVirtual Experiences We Think You’ll LoveWhen COVID-19 first hit, closures and lockdowns made virtual resources the only way to see certain sites—drawing in viewers to virtual...
May 31, 20213 minBehavioral FinanceWho Should You Listen To? Market Predictions and the Individual InvestorAs in every year, the last weeks of 2019 saw a host of predictions and prognostications for the coming year. Many market...
May 24, 20213 minCurrent EventsAmericans Are Paying Off Debt at Record Rates: Is That Good or Bad?It seems safe to assume that for most of us, not being in debt is a good thing. After all, debt, though it can be a useful tool at times,...
May 17, 20212 minEstate PlanningEstate Tax Considerations for 2021By now, it is widely recognized that the massive pandemic relief bills enacted by both the Trump and Biden administrations have added...
May 10, 20212 minCurrent EventsPopulation Growth: An UpdateYou might remember dire warnings some years ago about global overpopulation and the threat of overcrowding in the US. So how fast,...
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...
May 3, 20212 minCurrent EventsA New Pandemic Surge: Medical and Law School Applications Perhaps an unanticipated effect of the COVID-19 pandemic is a major increase in the number of persons seeking admission to the medical...
May 1, 20214 minFlash ReportsBoost Your Efficiency and Effectiveness—at Work, at Home and in the WorldEach day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it...
Apr 26, 20212 minInvestment PlanningIs the Size Premium in Stocks Still Valid?One of the first so-called “anomalies” hypothesized by financial researchers was the size premium, which posits that small-capitalization...
Apr 19, 20213 minRetirement Planning“Just Lookin’ for a Home”: Most- and Least-Expensive States to Live InReaders of a certain age may remember the song about the boll weevil, recorded by blues and folk artist Leadbelly in the 1930s and made...
Apr 12, 20213 minFiduciaryWho Can You Believe? Seven Warning Signs of an Untrustworthy Financial AdvisorAs many investors learned during the tumultuous year of 2020, reliable financial and market advice has never been more valuable. And yet,...
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,...
Apr 5, 20213 minInvestment PlanningCan You Beat the Market? Yes. Is It Likely? No.In 1965, an interesting study appeared in the Journal of Applied Psychology. Two researchers, Caroline Preston and Stanley Harris,...
Apr 1, 20214 minFlash ReportsChoosing an Executor for Your EstateHere’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You...