It seems, sometimes, that financial professionals come in only two flavors. There are those who promise everything is going to be fine; you don't...
2 things millennials always spend way too much money on, according to financial planners
Published on April 30, 2021 by Business Insider We're all guilty of making the "wrong" spending choices from time to time, and millennials are no...
Small Companies…Outsized Returns
If you thought small cap stocks were the winners in the market’s climb back from 2020’s pandemic lows, you’d be right. But did you realize the...
What about Bonds? (cont.)
We’re asked about rising interest rates a lot, and in a blog post last month Roger Hewins addressed the stabilizing function of a bond allocation in...
Five Basic Tax Planning Techniques
There are no great secrets where tax planning and tax cutting are concerned. The principles around which all tax-cutting strategies revolve can be...
6 Critical Post-Divorce Actions
You might view divorce as a series of distinct steps: filing the paperwork, negotiating with your ex, getting a settlement and reaching the end of...
First Quarter 2021 Market Overview
In a reversal of the fear and uncertainty that gripped many in the first quarter of last year, investors appear to be looking to the future with a...
Rotation and Reopening
The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with...