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How to Reflect on and Improve Your Financial Literacy
Just like your financial wellbeing, financial literacy is a journey. Whether you're a seasoned investor or just beginning your journey toward...
First Quarter 2024 Market Overview
The market rally from the fourth quarter of last year continued in the first quarter. The big picture for markets remains more or less the same; the...
2024 Q1 Quarter-End Market Update: RIP Danny Kahneman
Danny Kahneman, who passed away last week, was one of my intellectual heroes. Along with his close collaborator, Amos Tversky, who passed in 1996,...
How Financial Planning Can Help You Thrive After a Divorce Settlement
Negotiating and navigating a divorce settlement can be time-consuming, stressful, and emotionally draining. Ideally, you’ll consult a professional...
Three Questions That Can Help You Avoid Investment Scams
In 2020, investors lost an estimated $47 billion to various investment scams, representing a sharp spike over the previous year. And it’s only...
Nvidia Frenzy and the Fear of Missing Out
You may remember the two powerful emotions we guard against in a long-term investment program—fear and greed. These two villains aim to cause you to...
2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
On Friday, February 9 the S&P 500 closed above 5,000 for the first time. I began my career in the investment business on August 1, 1993 when...
If Divorce is in Your Future, a Financial Advisor Should Be Too
Why Those Going Through Divorce Need a Financial Advisor to Protect Their Financial Future.Key points It's important to gain an understanding of the...
Fourth Quarter 2023 Market Overview
2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
2023 Q4 Quarter-End Market Update: The Great Puzzle
I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
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