Discover the cornerstone of our investment philosophy: evidence-based investing. Join us as we delve into the rationale behind this approach and uncover why it's the key to sustainable financial success. Let evidence guide your investment decisions, paving the path to a strong financial future.
Unlock the secrets to safeguarding your online presence! Don't fall victim to deceptive practices—learn how to navigate the ever-evolving landscape of SEO and arm yourself with the knowledge to protect your digital identity.
Read MoreAI's role in driving up tech stocks reflects its growing importance in shaping the future of technology and business. However, we must question profits and their impact on the market.
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Unlock the secret to tax-efficient retirement planning with Net Unrealized Appreciation (NUA). Learn how this strategy can maximize your gains and minimize your tax liabilities.
To enhance your ability to capture long-term global market returns effectively, it's crucial to construct a diversified portfolio tailored to your willingness, ability, and necessity to embrace investment risks. Let’s discuss key concepts often overlooked.
Embark on the journey towards price stability—a path marked by twists, turns, and unexpected obstacles. Discover how the latest data reveals a challenging road, uneven and unpaved, yet navigable with careful analysis and strategic decision-making.
Read MoreIt doesn’t matter how high you can jump if you fall out of the saddle. Let’s discuss how diversification helps minimize the bucking you must endure along the path towards long-term expected returns.
Read MoreWhat should we expect based on historical returns during a presidential election year? Let’s analyze market performance during past presidential election years.
Read MoreIt’s essential for investors to grasp the differentiation between two types of risks. avoidable concentrated risks and unavoidable investment risk. To understand, avoid, and manage investment risks, let’s review this weeks risky business insight.
Read MoreThe economy continues to demonstrate surprising resilience in the face of rising interest rates over the last couple of years. That said, let’s review a couple of definitions that we use often: soft landing and recession.
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Gradually reducing financial support for adult children requires careful planning and communication to ensure a smooth transition for both you and your children. Here are steps you can consider:
Read MoreThe benefits of diversification have been well-documented and widely explained by 70+ years of academic inquiry. Discover how diversification allows you have your cake and eat it too.
Read MoreThough we’ve heard that consumers are shifting away from goods and toward experiences/services/entertainment, the data suggest otherwise. It’s a “damn the torpedoes, full speed ahead” economy!
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The desire to support one's adult children is natural and commendable; however, parents must be aware of the potential pitfalls of excessive financial aid. Let’s review the issues created when boundaries are not established.
Read MoreMany people are ill-advised to seek a pinch-hitting expert to compete for them. As an investor, are you able to disregard mob fears or enthusiasms and to focus on the simple fundamentals?
Read MoreThere’s little evidence to suggest that higher prices or economic anxieties are discouraging shoppers or confirming talk that shoppers favor experiences/travel over goods. Should we assume that the economy is continuing to expand steadily?
Read MoreLet’s explore how prices are set moving forward; thus allowing us to better understand why traditional, active investors face steep hurdles when trying to compete against rather than participate in efficient markets.
Read MoreCryptocurrency has brought exciting opportunities and significant changes to the world of finance and investments; including the first-ever spot Bitcoin exchange-traded funds (ETFs). This revolutionary move opens up a new era of accessibility and legitimacy for Bitcoin and the broader crypto market.
Read MoreWe’re all anxiously awaiting the government’s release of the CPI (Consumer Price Index). Because as we know, the slowdown in inflation benefits everyone, hopefully increasing the odds of the Fed cutting interest rates this year.
Read MoreIn times of uncertainty, people are often tempted to try and time the market - more often than not, too much activity actually has a negative impact on your overall investment performance. Picking a strategy, a point on the horizon, holding steady and not overcompensating for every small wave in the way may yield you stronger results.
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