Making Sense of the First Half of 2020 and Your Investments
Did you know that you need to count to 1,000 before finding the letter “a” in a number, spelled-out?
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Why Aren't Stocks Down More?
One question that seems to be popping a lot is “Why aren’t stocks down more?” After all, we’re in the midst of what I hope will be the worst economic[…]
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Thoughts on COVID-19 - How It's Affecting Our Clients and Our Firm
This is a rough time. There’s really no way to sugar coat it. People around the world are falling ill. Many transactional businesses are severely[…]
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We're In a Bear Market Due to COVID-19, Now What?
It’s honestly pretty weird to have a market crash that has such a simple explanation. An uncontained viral outbreak is endangering public health and[…]
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The Coronavirus & Your Investments
You may have already heard, but Coronavirus is sweeping the globe. As of Monday, according to the World Health Organization, there have been just under[…]
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The Problem with Running to Cash When Times Get Tough
Albert Einstein was said to have described compound interest as “the eighth wonder of the world” and that it is “the most powerful force in the[…]
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Fixed Income Investing in an Era of Rising Interest Rates
Let's talk about bonds for a minute. Occasionally, we get asked about what the future prospects are for bond investors. Sometimes with the implication[…]
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Recent Market Volatility
It’s been grizzly out there. Times like these give me a chance to share my absolute favorite quote about markets. From Bill Bernstein’s book, he[…]
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It's Required Minimum Distribution Season
It’s Required Minimum Distribution (RMD) season (or Minimum Required Distribution - MRD, same thing). Beginning the year an individual turns 70 ½[…]
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The Wall Street Journal & Morningstar Are Fighting
The Wall Street Journal and Morningstar are fighting. On Wednesday, an in-depth piece ran in the Wall Street Journal that attacked Morningstar’s rating[…]
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