Stocks ended the quarter with robust gains into record high territory for the S&P 500 Index, marking the fifth consecutive quarter of gains since the depths of
Read More
The May 2021 inflation numbers came in higher than expected. What can we learn from looking at past periods of high inflation that is relevant to investing?
Read More
Two of the investor’s worst enemies (aside from himself) are taxes and inflation, and both are very much in the news lately. What should investors do about them
Read More
It has been a little over a year since the market hit its pandemic bottom last March, and the first quarter saw a continuation of the market’s robust gains
Read More
You can count on one hand the number of U.S.-based Ponzi schemes in excess of $1 billion. Learn about the most recent one here.
Read More
Along with everybody else, we are looking forward to the end of 2020. Here are some financial items worthy of your consideration.
Read More
The post-election results were quite surprising on the upside. What were the drivers?
Read More
Fear of missing out (FOMO) is a powerful driver of investor behavior. What should investors who succumb to FOMO expect?
Read More
For the third quarter, the market was up nicely overall but with a surprise downturn in September. Which asset classes outperformed and underperformed?
Read More
If you have funds in a traditional, rollover, or SEP IRA, now may be a good time to consider a Roth conversion, especially if your 2020 income will be lower
Read More
A recent paper from Vanguard sheds light on when it makes sense to transfer funds from a traditional IRA to a Roth IRA (a Roth conversion). Recall that the
In today’s job market, offering a low-cost, transparent retirement plan is essential, so here are three steps to get there.
First, the plan administrative