How long do you think you’re going to live? How does that compare to other countries? One of the most surprising pieces of news, to many people, is that they…
So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect…
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…
There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts has increased from…
So far in our investment basics series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently…
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…
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…
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…
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…
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…