What 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.
Read More
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!
Read More
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.
Read MoreAre you ready to become a better investor? Would you like to learn more about the most essential principles driving wealth creation and preservation without hurting a bit?
Read MoreThe economy is generating new jobs, but the number of new jobs being created isn’t overwhelming; holding steady at 3.7% in December.
Read MoreIn the absence of a profit-killing recession, a moderation in Fed rate hikes and a keen interest in artificial intelligence pushed the Dow Jones Industrials to a new all-time high while the S&P 500 Index ended the year just shy of a record. Will strategists be optimistic or pessimistic about the upcoming year of 2024?
Read MoreAlthough progress is being made to bring inflation down, victory has not been declared. When will it become appropriate to begin dialing back the amount of policy restraint that's in place?
Read MoreHospice care is a specialized type of healthcare designed to provide support and comfort to individuals who are facing a life-limiting illness. The primary goal of hospice care is to enhance the quality of life for patients and their families during the final stages of an incurable illness. Here are some key aspects to help you understand hospice care:
Read MoreWhile there are challenges in finding work in some industries, there’s nothing here to suggest that economic growth is about to stall.
Read MoreThe existence of excess savings during a pandemic can have both positive and negative implications. As the situation evolves and economic conditions stabilize, the question of what individuals and households will do with their excess savings becomes important. Will any savings that may remain boost economic growth?
Read More