Two years ago, in a blog post titled “Worried about the National Debt?”, I compared our government’s fiscal situation with that of Japan. The point was to remind investors that […]
Investment Management
04.16.2026
Can you Hedge Against High Energy Prices?
In my January 2026 post “Four Market Surprises from 2025,” I highlighted the collapse in oil prices as one of the biggest surprises of the year. But as we know, […]
12.04.2025
One of the first lessons you learn in Investments 101 is that risk and return are related. As evidence-based investors, this feature of capital markets is a core part of […]
06.17.2025
A Truly Comprehensive Financial Plan Goes Beyond Investments
When most people think about financial planning, they tend to focus on one thing: investing. And that’s understandable. The idea of growing wealth through the stock market is front and […]
08.12.2024
Investors could be forgiven for feeling a little frustrated in early 2023 when they reviewed their year-end statements. Stocks, bonds, and real estate investments all produced negative returns in 2022, […]
05.20.2024
Why Didn’t 5% Rates Kill the Economy?
For the past several quarters, economic growth in the US has continued to surprise to the upside. While the economy tends to expand in most years, many analysts had assumed […]
04.16.2024
Cognitive Biases in Investment Decisions
This month we have been discussing behavioral finance at Elevate, which is the study of how human psychology affects investment decisions. Behavioral finance may not have quite the rich history […]
12.11.2023
Earning interest on cash savings is back in fashion again. After being starved for yield for more than a decade, investors are flocking to money market funds, CDs, and short-term […]
12.07.2023
Unlocking the Power of Donor Advised Funds
We recently welcomed guest speaker William (Bill) Hewitt, an Enterprise Account Executive at TIFIN, to walk us through the benefits of Donor Advised Funds (DAFs) in an informative Webinar. In […]
07.20.2023
Will Stock Returns Always be this High?
US stock market performance was exceptionally strong in the last decade. For the ten-year period ending June 30, 2023, the S&P 500 index returned 235% which is almost 12.9% per […]
05.30.2023
When it comes to confusing lexicons, the finance industry must be one of the worst offenders. As one example, just consider the types of investment accounts available to savers: there […]
11.08.2022
The Hidden Bull Market of 2022
It’s not easy to find a bull market in much of anything this year. 2022 has been an unusually challenging year for nearly all asset classes, including stocks, bonds, and […]
09.20.2022
What is the Yield Curve Telling Us?
For those tracking the financial markets, the term “yield curve” frequently appears, particularly during periods of economic uncertainty. It’s a term frequently mentioned by analysts on financial news networks and […]
05.02.2022
How to Think About Cryptocurrency
By now, most people have heard about bitcoin, and many investors would be able to correctly identify bitcoin as one of many “cryptocurrencies” that circulate today. A full description of […]
04.06.2022
Resilient Investing: Lessons from Behavioral Finance
Are you a resilient investor? Do you take market volatility in stride, or are you tempted to react when things get challenging? Our financial advisors have learned first-hand that resilient […]
10.05.2021
Are Exchange-Traded Funds the Future of Personal Investing?
The investment management business is a highly competitive industry that changes, adapts, and evolves over time. Over the years, individual investors have benefitted tremendously from many of these changes. We […]
06.28.2021
What Did We Learn During the Pandemic?
The end of the Coronavirus pandemic in the United States appears to be in sight. A highly successful COVID-19 vaccination campaign has sent daily average new case numbers plunging below […]
03.02.2016
The Case for High-Quality Bonds
As long-term, evidence-based investors, we know that our portfolios should be diversified. And if we wrinkle our foreheads a little and think about it for a minute, we may even […]
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