Should I Invest in Bitcoin?
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.
Should I Be Worried About Inflation
Selecting the Best Ingredients for Your Portfolio
Satisfying Your Tastes and Preferences for Investing and Dining
Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
Mutual Funds and ETFs: What’s the Difference?
Minor Decisions, Major Effect
Media Drama: Facts or Fiction?
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Markets Move. So Should You.
Market Madness
There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
Making the Most of a Bear Market
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
Keep Your Eyes on the Horizon and Wings Level
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.