What’s Fueling Inflation? Record Gas Prices!
The average price of a gallon of regular unleaded gas in the U.S. recently hit $5, a record high...
“Help Wanted”
Though rates of COVID infection remain high in many parts of the U.S., many Americans are looking...
What Are Investment “Factors” & Why Should I Care?
Up until the 1990s there were essentially three main philosophies for building investment...
Sometimes You Get The Bear…Sometimes The Bear Gets You
In markets, the terms “bull” and “bear” refer to optimists and pessimists. While the terms come to...
The “What, Why & How” of Direct Indexing - Part III
Part III: Values Investing & Taxes
In previous posts, we have identified the overwhelming benefit...
The “What, Why & How” of Direct Indexing - Part II
Part II: Why Direct Indexing Might Make Sense For You
In our previous post, we explored the rise of...
The Fed Unleashes its Double-Barreled Attack on Inflation
"Inflation is much too high, and we understand the hardship it is causing. We are moving...
The “What, Why & How” of Direct Indexing - Part I
Part I: What is Direct Indexing
You may have recently noticed well known financial firms touting...
Inflation Hits a Four-Decade High – What This Means for Investors
U.S. inflation has surged to 8.5% in March, up from the 7.9% annual rate in February, which...
Q1 2022 In Review
Markets reflected a host of investor concerns during the first quarter of 2022. Over the past four...