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2020 will go down as a particularly unusual year. The pandemic brought large market swings, record unemployment and rippled through industries. In one way or another, it has affected how we live and work. Being…
The Federal Reserve, once again, is in the public spotlight as the coronavirus pandemic continues. For good reason, as one of their general functions is to promote the stability and smooth functioning of the financial…
Have you ever heard news about a company and noticed that the stock price did not move? Perhaps it moved in a direction you were not expecting. This happens more often than you would think…
As the year comes to an end, many people reflect on the time that has passed, holidays that are near, and family gatherings to come. It seems like no matter how well you plan to…
The Federal Reserve seems to be in the news every day on TV, Twitter, and all the various media outlets. Part of the reason for its prominent role in the news is its evolving strategy…
There are many ways investors interpret the idea of long term. This is particularly relevant when the investor is about to retire and thinks, “I don’t have long term.” Some will define long-term investing with…
What is “size premium”? The size premium is the extra amount of return that small companies offer versus investing in large companies. In 1992, Eugene Fama and Kenneth French designed a model that explained stock…
As we near the end of the year, it is important to review if any transactions you have made throughout the year have tax consequences. It is especially important to see if there is any…
So you did all the research and decided that you would like to add an international stock fund to your portfolio. Then you pull up a list of all the available international stock funds and…
Today, many investors are asking how they can align their values with their investing activities. ESG investing is a great approach. What exactly is ESG? ESG stands for “Environmental, Social and Governance.” Simply put, ESG…