Year-End Tax Planning is Like Holiday Dinner Planning
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 – Its Past and Its Future Concerns
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…
Long-Term Investing – How to Define It?
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…
Size Premium – How it Affects Stock Market Returns
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…
Year-End Tax Planning and Tax Consequences
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…
Investing in International Stock Funds — The Four Pillars of Analysis
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…
ESG Investing: Aligning Values with Investing Activities
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…
Equity Allocations on the Rise and the Forgotten Need to Rebalance
With the S&P 500 up over 258% since 2009 and bond markets up approximately 40%, there has been a trend of equity allocations increasing among investors. Whether due to complacency with a low-volatility environment or…
