The Blog

Weekly insights on the markets, economy, and financial planning

Account Types & Asset Location

Account Types & Asset Location

Choosing different types of investments is hard enough. Complicating matters further, now you have to decide which types of accounts to invest in.

Cash is Not a Long-Term Investment

Cash Is Not A Long Term Investment

In times of market uncertainty, investors often seek the comfort of cash. And while cash obviously plays a crucial role for any investor, it’s not a long-term investment.

Social Security and Your Spouse

Social Security And Your Spouse

You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.

How Taxes Affect the Stock Market

How Taxes Affect The Stock Market

Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.

Most Stocks Are Bad Investments

Most Stocks Are Bad Investments

This might sound a little strange coming from someone who invests other people’s money in the stock market, but it’s true – Most Stocks Are Bad Investments.

Why Does The Fed Even Matter?

Why Does The Fed Even Matter?

The Federal Reserve has been in the headlines a lot lately (an understatement 😉) as analysts try to figure out when policymakers will cut interest rates.

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