[sc name=”Are Stocks expensive?” ] It’s a question that many of our clients have asked us as the stock market continues to hit new highs seemingly every day. And one […]
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This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Are […]
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Do you feel like 2021 has been unlike almost any other time in the history of the stock market? Well, you’re right. I invite you to check out my video […]
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With Donald Trump re-elected as the 47th President of the United States, investors are closely examining how his policies could impact the economy and their portfolios. Early responses in global […]
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This article was originally published on Forbes on May 8, 2020. The reasons for the 30%+ market drop in late March 2020 seemed obvious at the time, after all, […]
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It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side […]
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This article was originally published on Forbes on June 5th, 2018. When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally […]
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This article was originally published on Forbes on March 13, 2018. High yield bonds, also known as “junk” bonds, have always had an identity crisis. They show up in our […]
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As the stock market continues to reach new highs, I’m hearing more discussions and debates from investors to analysts about when it’s expected to top out. In fact, many clients […]
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“My crystal ball is in the shop.” That’s how I usually answer the impossible question of where things are headed in the markets over the coming days, weeks, and years. […]
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