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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...
Q2 2022 In Review
Big Picture
The second quarter of 2022 has been challenging for investors as markets responded...
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...