When was the last time you felt happy after giving something? It feels great, right? That feeling that you have made a positive difference in the world – no matter what you gave, exactly – can really brighten your day. Your generosity may be even more powerful than you realize. …
Wow, here we are wrapping up another year. The S&P 5001 was surprisingly one of the stronger markets around the globe this year, even outpacing the NASDAQ (a rare occurrence in the past couple of decades). On the other hand, traditional “diversifiers” like Bonds (both aggregate and US Treasuries) and …
As we close this year, we’ve experienced real inflation pricing for the first time in 30 plus years. Building supplies, food, energy, clothing, and just about anything else you can think of has gone up significantly in price this year. Part of this is due to the supply chain issues …
“In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.”– Eric Hoffer I love this quote as it accurately describes the current investing environment. Index investing is the current rage because it is easy to understand …
If you are searching for an answer to almost anything today, you can probably find it on the internet. It’s amazing to think that, over the past 30 years or so, we have created an accessible resource of human knowledge so vast that many of us now rely on it …
Last month we were looking at how the odds favored a positive November in the S&P 500, and so far, it looks like that is what we’re going to get. While the strong upward momentum coming out of the late September market lows has slowed, it is our hope that …
In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters. Robo-Advisors are low-cost digital investment advisors offering automated advice with little or no human interaction. Deficiencies noted in the SEC risk alert …
NEWS FLASH! There’s a shortage of chicken wings, so a local restaurant now charges $26 for a dozen wings that were only $9 last year. This is my way to explain to my sons what “inflation” really means in terms they understand. Another reminder for them is when it costs …
So far so good in October, as we near the end of the historically “worst six months.” Our expectation was for a positive month in the stock market and it looks like we will get it. And while September closed near the low for the month, October has quickly recovered …
There has been a lot of concern recently over the landscape of taxes in the US, and what next year might look like for our tax system. At the time of this writing, we are still waiting (some of us with bated breath) to see what Congress finally passes in …
