Significant uncertainties abound and a partisan election looms. Here are some of our market musings as 2024 begins. Read more »
Join our next webinar: Fifty years, three bear markets
Learn how bear markets play a critical role in successful investing. Read more »
This too shall pass: an interim bulletin
It is completely human to feel horrified by the news, we are too. Please know that as you process, we are here to help you stay on track with your goals. Read more »
March Madness 2023: The Most Expensive Colleges on the Bracket
See what school dominates the bracket with tuition costs exceeding $350k! Read more »
Break out the Valium: Mr. Market has gone off his meds again
Benjamin Graham famously compared the stock market to an imaginary individual investor, and named him “Mr. Market,” whose defining trait is mood swings. Mr. Market’s highs were most vividly manifested from the March 2020 bottom of the pandemic crash to the autumn of 2021. His low kicked in around Thanksgiving of last year. He might Read more »
2023 Annual Client Letter
Despite recession worries, there is reason to be optimistic. Read more »
The one thing inflation has not made more expensive
The prices of goods and services are going up, but stocks are on sale. Read more »
Grandparent-owned 529 plans will no longer hurt federal student aid eligibility
Starting with the 2024-2025 school year, grandparents are off the FAFSA grid. Read more »
During times of fear…
when panic gets the best of investors, rare opportunities can arise. This chart speaks for itself. Read more »
Markets are down. Accounts are down. We’ve seen this movie before…
April 2022 will go down as the NASDAQ’s worst month since 2008. History doesn’t repeat itself scene-for-scene like a movie, but it does rhyme. Read more »