Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
While You Were Sleeping
Category: Investing
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
Making the Most of a Bear Market
Category: Investing
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
Your Costs Matter
Category: Investing
Prepare to Win
Category: Investing
Annuities- Read the Fine Print
Category: Investing
Consider This
Category: Investing
Vaccine for Physician Pocketbooks
Category: Investing » Asset Allocation
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
What a Difference a Year Makes
Category: Investing
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
Chart of the Month – June 2023
Category: Investing
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Fitch Downgrade – A Closer Look
Category: Investing
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Chart of the Month – Sept 2023
Category: Investing
The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.
Chart of the Month – Nov 2023
Category: Investing
How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.
Chart of the Month – January 2024
Category: Investing
Should I Invest in Bitcoin?
Category: Investing
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
Chart of the Month – February 2024
Category: Investing
The Seesaw of Finance
Category: Investing
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Chart of the Month – March 2024
Category: Investing
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
Chart of the Month – April 2024
Category: Investing
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Chart of the Month – May 2024
Category: Investing
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Value vs Growth – What does that Mean?
Category: Investing
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.