Good News About Portfolio Costs from DFA
Do Simple Better
Cloudy Markets Still Have a Silver (Tax) Lining
Four Ways to Connect with Foster Group
Vaccine for Physician Pocketbooks
Mutual Funds and ETFs: What’s the Difference?
Grow Through What You Go Through
What I Think About When Working From Home
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Home Sweet Home, or an Investment?
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
What This Year Reminds Us About Fixed Income
This year has reminded us of the many important roles that fixed income can play in portfolios.
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
5 Investor Lessons Courtesy of COVID-19
2020 is a year we’ll all remember though in many ways we want to forget it.
While You Were Sleeping
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.
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.
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
Are You Investing or Playing a Completely Different Game?
Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.