

October 5, 2022
Back to the Investment Basics Part 4: The Price You Pay Matters
In our last piece, we described our marvelous markets, and how to account for their being both robust and random at the same time. Today, we’ll look at how stock…

October 5, 2022
Back to the Investment Basics Part 3: Our Marvelous Markets
In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock…

October 5, 2022
Back to the Investment Basics Part 2: First Save, Then Invest
In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks…

October 5, 2022
Back to the Investment Basics Part 1: Remembering Summers Past
There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever. We’re not making light of this summer’s uncertainties. Inflation…

October 5, 2022
The Benefits of Donor-Advised Funds
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets, most notably as an opportunity…

September 1, 2022
Smart Ways to Save for Your Child’s Education
If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s college fund. Average annual tuition…

July 7, 2022
It’s Time to Have “The Estate Plan Talk”
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children…

June 6, 2022
How Do We Choose the Funds We Use?
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? Of course, there are always big events going on; that’s the world for you.…

June 2, 2022
Rising Interest Rates and Market Performance
As many of us now know, on May 3rd the U.S. Federal Reserve increased the Fed Funds Rate by 0.5% as part of what the central Bank said is a…