September 15, 2022
Back to the Investment Basics Part 1: Remembering Summers Past
There were so many big events competing for our attention this summer … said nearly every investor, almost every summer,
Read MoreSeptember 2, 2022
Market-Timing Traps and Temptations
Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast
Read MoreAugust 26, 2022
What Is Fiduciary Investment Advice?
How do you know when fiduciary investment advice is worth heeding? Red tape and legal jargon aside, it’s about finding
Read MoreAugust 17, 2022
Video: Silent Recovery – Still More To Go
STEPHEN: Well, that happened fast. The stock market just had one of its best months in years. Real estate prices
Read MoreAugust 17, 2022
Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may
Read MoreAugust 9, 2022
Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes
In a recent piece, we explored how to invest available cash: Should you invest it all right away as a
Read MoreJuly 28, 2022
Midyear 2022: Bumpy Road Ahead
Key Takeaways Global stock markets fell into bear market territory as investors fled risk assets Bonds also fell precipitously as
Read MoreJuly 24, 2022
Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Returns
Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always
Read MoreJuly 14, 2022
Video: First Half 2022 – Looking Ahead To What’s Next
Stephen: The S&P 500 posted its worst first half in over 50 years, the US aggregate bond index had its
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