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Weekly insights on the markets, economy, and financial planning

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.

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Recent Articles

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.
Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.
The choice to invest in gold, bitcoin, tech stocks, or any other asset should be viewed in the context of a diversified portfolio rather than as a standalone investment.
With the 2024 presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day.
We're in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.
The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.
It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.
One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.
As the economy continues to take center stage in 2024, I wanted to offer perspective on the "soft landing" debate.
Check out our latest video, 'Should You Buy a Bitcoin ETF?' In this video, we will delve into the world of Bitcoin investment vehicles.
To help clear up the question, "Can I Make A 529 Plan to Roth IRA Transfer in 2024?," we put together this helpful guide.
2023 marked an inflection point for markets with strong gains across both stocks and bonds. Here are 5 Insights to Understand Markets in 2024.
To help you prepare for the coming tax season next year, we’ve created the two-page 2024 Important Tax Numbers summary guide.
In the market for a new home? It's no secret that the days of 2-3% mortgage rates are over. And they may not be coming back any time soon.

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