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By admitting to yourself that you have no special advantage, you give yourself an enormous advantage. -Tony Robbins One of the biggest worries for investors is the state of the economy. Changes in employment rates…
2018 has been a tough year for investors. It has also been a unique year, as investors in nearly every asset class have seen negative returns to date. In most years, a diversified investor can…
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…
A bull market can be like a long road trip – an exciting journey, but one with unexpected set backs, sometimes bumpy roads and the occasional pit stop. The global markets are each at a…
Investors often include bonds into their portfolios to earn income and take less risk than investments in stocks and other growth asset classes. Bonds that pay a set rate of interest carry a unique risk…
The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code. Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents…
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…
My husband, Luke, and I both paid our own way through college. We really had no other option. We were both raised by single moms who had five kids (my mom) and four kids (Luke’s…
Over the last several years, there are likely many value investors who are growing impatient with their investment strategy. With the success we have seen from growth stocks, such as those known as the FANGs…
One of the biggest challenges investors will face is the question of timing – “If I have a significant amount of cash, when is the best time to invest it?” Investing just before a market…
