November 27, 2023
What is the Market Thinking?
If ever there was a time when we would expect Mr. Market to suddenly decide that stocks are overvalued, and cause a bearish plunge in stock prices, it would be…
October 26, 2023
Opportunities in a Downturn
We obviously can’t predict a market downturn in advance, but we can certainly prepare for one. With the markets in a bit of a doldrums the past month, that preparation…
September 21, 2023
The New Tech Mania: AI
With the slow leak in the markets lately, you might not realize that we are currently experiencing an outrageous investment mania. Stocks of companies that are involved in artificial intelligence…
September 21, 2023
Financial Quick Takes: Making Mistakes
Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to minimize the ones that matter the most, and make the most of the ones that…
August 24, 2023
Rates Moving Rates
The U.S. Federal Reserve Board once again raised the so-called fed funds rate, the rate that our central bank charges lending institutions on overnight loans. Does anybody care? Most of…
July 21, 2023
Faulty Forecasts
Individuals with advanced economic degrees and economists that are employed (sometimes at astronomical salaries) at the big brokerage firms have inside data that tells them where the economy is going. …
June 22, 2023
Loans for College
Paying for college used to be easy. In 1970, the average yearly cost of college tuition and fees at a public four-year university was $358; private universities cost an average…
April 20, 2023
Tax-Smart Charitable Giving
There are ways to make gifts and donations less expensive on an after-tax basis, which means that people can be more generous to their charity, church or educational institution by…
December 5, 2022
Get to Know Your Risk Tolerance
When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to…
November 17, 2022
Six Financial Best Practices for Year-End 2022
To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement…