It is easy to get swept up in fear, focusing on the short-term. When feeling this way, the only scenario you envision is one where stock prices are falling. The [...]
“Stocks only go up!” is a joke you may have heard me say over the last few months. It has been true more often than not the last few months. [...]
Our market research summary for the 3rd quarter 2019 is short, concise, and actionable. The goal of this effort is to provide you with an educational executive summary with the [...]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The [...]
Click on the video for a tutorial on how to use the online client portal on our phone app. The client portal is a secure, private website that provides you [...]
Click on the video for a tutorial on how to use the online client portal on a personal computer. The client portal is a secure, private website that provides you [...]
A donor-advised fund, or DAF, is a giving vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend [...]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The [...]
Our attached quarterly market research summary is short, concise, and actionable—It is only three pages long. There’s a graph or chart on each page, and there are two short text [...]
Your typical experience in an actively managed mutual fund is to under-perform the exchange traded fund (ETF) that tracks the most relevant benchmark while paying higher fees and taxes. For [...]
