

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…

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…

April 27, 2022
Keeping Your Financial Accounts Cyber-Secure
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned…

March 28, 2022
Russia Ukraine Uncertainty
Despite our hopes that Ukraine's sovereign rights would prevail over tyrannical aggression, it seems as though Mr. Putin has doubled down on the latter. Only time will tell how all…

November 8, 2021
Six Financial Best Practices for Year-End 2021
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while…