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Market Commentary: January 2023
Big PictureMarkets are off to a roaring start this year. The rally in tech stocks has powered the...
‘Tis the Season for Giving – Consider Donor-Advised Funds
As the world becomes more connected and information from one corner travels at the speed of light...
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Now Is the Time for Tax-Loss Harvesting
It has been a challenging year for investors as stocks and bonds are significantly down across all...
Market Commentary: Q3 2022
Big Picture
The third quarter of 2022 has been an emotional ride for many investors. In July,...
Morningstar's Star Ratings Are a Poor Way to Pick Investments
Since the early 1990’s mutual funds have been the primary investment vehicle of choice for millions...
Midterms & Markets – What You Should Know
Midterm elections are just around the corner, and many investors have expressed concerns that the...
Back to the future with Personalized Direct Investing
Let’s take a brief journey in the Wayback Machine to roughly 30 years ago. It’s a simpler time....
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Tune Out The Noise
Among the most valuable lessons I have learned as an investor has been to tune out the “noise”. I...
The Fed Raises Rates (Again)…Now What?
As expected, after the conclusion of the July Federal Reserve Open Market Committee two-day...
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No One Can Predict the Future Especially When It Comes to Investing
It’s not uncommon for us to get questions regarding specific investments. Much like any other...