Eventful August and Fall Ahead
This series of articles is designed to help investors filter [...]
How COVID-19 Has Underscored the Need to Revisit Estate Planning
Recently, there have been a number of heartbreaking accounts in [...]
Snapshot of the US Stock Market
World economies are starting to reopen. We have written about [...]
1930 or 1942?
Up 25% off its lows in March, the US stock [...]
The Rebalancing Act: Long-Term Returns and Volatility
In the current financial crisis, investors’ patience is being tested. [...]
Ready to Re-Open?
Markets rebounded strongly over the past three weeks, with the [...]
COVID-19 Scams: Keep Your Guard Up Online
UPDATED April 2, 2020: Several new scams have been identified [...]
A Look at the Reach of the $2T Stimulus Bill
Markets rallied double-digits last week off dramatic lows after the [...]
The CARES Act: Relief for Retirement Plans
The recently passed Coronavirus Aid, Relief and Economic Security (CARES) [...]
Stuck in the Middle: How the Sandwich Generation Can Preserve Wealth in This Environment
Just a few short weeks ago, were you confidently anticipating [...]
Road to Recovery: First Edition
Helping investors filter the noise in today’s markets to improve [...]
What’s Next & What It May Mean for Your Portfolio
The world has changed rapidly over the past four weeks. [...]
Missing the Recovery: A Cautionary Tale
While many struggle to stay calm during this extremely turbulent [...]
Taking Control in the Face of Chaos
At a time when it’s easy to feel helpless watching [...]
Reflections on a Tumultuous Market
In one of the fastest market reversals in modern memory, [...]
March Madness®: Bonds Move from the Bench to the Big Game
In the coming weeks, March Madness basketball frenzy may be [...]
Is It Time to Refinance Your Mortgage?
With capital markets reeling from anticipated economic effects of the [...]
What This Week’s Extreme Market Weakness May Mean for Investors
The major US stock markets—S&P 500, Dow Jones, and tech-heavy [...]
Pandemics and Investing
Pandemics, defined as contagious diseases without a ready cure that [...]
Health & Wealth: Don’t Neglect Your HSA Check Up
Flu season is in full swing, and this year’s activity [...]
Secure Your Estate Planning In Light of SECURE Act Changes
With the SECURE Act now in effect, it’s important for [...]
Making Bubbles
Roughly once every decade, investors enthusiastically inflate a dangerous new [...]
Smart Money Matters: What the New Retirement Savings Bill Might Mean for You
This summer has seen much popular press coverage of Congress’s [...]
Long Term View: How to Think about Investment Winners and Losers
Investors tend to focus on the near term—basically six months [...]