Insights
Why You Need a Will
Family fights – I still am shocked at how often and how harshly adult heirs in apparently happy families of the deceased fight over assets.
Which is Better – Value or Growth Investing?
Whether value or growth investing is the route to better client returns is an often-debated topic. I was recently part of a team that interviewed investment advisors. Like many advisors, especially those who rely heavily on long-term studies and/or who come from an...
FLYING & UNDERSTANDING THE STOCK MARKET
The stock market cares about four things – future profits, future dividend payments, certainty, and stock prices.
Correcting Excesses in the Stock Market
Stocks that got that overbought were popular for a reason
HOW LONG CAN THIS GO ON?
You could ask "how long can this go on" about a lot of things lately - Trump's trials, Biden's health, how long will false eyelashes (sorry, eyelash extensions) be in style? But what I have in mind is the incredible dominance of one part of the market. Huge Variation...
Lessons from a Crawling Nightmare
We recently through an experience that I think might provide some practical financial lessons for you I knew the crawl space under our house was somewhat damp, especially after a rain but somehow even knowing a good bit more than the average homeowner about...
Evaluating Your Retirement Plan Advisor
According to the U.S. Supreme Court, as a plan sponsor, it is your ongoing legal responsibility to monitor the plan and any hired providers.
SHOULD YOU INVEST IN BITCOIN?
Bitcoin this year is up 72% and in the last 15 months, it is up over 330%. Should you invest in this cryptocurrency?
Investing in a Presidential Election Year
This year promises to provide plenty of election coverage and heartburn. But past election years have tended to provide average returns, and apart from the two major financial shocks in 2000 and 2008, since WWII election years have not been down years for stocks.
Looking Ahead – War with China on the Horizon?
I am very concerned that in the near future China with forcibly take over Taiwan and the U.S. may go to war with China. If so, the U.S. is not ready.
Questions?
Follow us!