Investment Mistakes to Avoid: Chasing Returns

Every investor feels it, at one time or another — return envy. You might be in a mutual fund that has given you great reason to rejoice over the decades. … Read more

Posted on November 30, 2021 by

Is There Anything To Stock Market ‘Seasonality’?

You’ve probably heard the stock market adage “Sell in May and go away.” The idea, broadly, is that stocks tend to under-perform over the summer months, from the end of … Read more

Posted on November 15, 2021 by

Am I Saving Enough? Or Saving Too Much?

It’s tough to make predictions, especially about the future, as baseball legend Yogi Berra would put it. It’s even harder to make even broad guesses about the future of your … Read more

Posted on November 1, 2021 by

How to Think About An Inevitable Stock Market Correction

Stock markets go up and they go down — normally. In fact, in any given calendar year, even in years with positive returns, you will see moments when the overall … Read more

Posted on October 19, 2021 by

Understanding The Step-Up Rule On Inherited Assets

One of the ways that Congress collects taxes from citizens is by taxing investments. You pay a tax when you sell a stock at a gain, for instance, which is … Read more

Posted on October 7, 2021 by

How Long Do Bull Markets Last, Really?

Stocks keep going up and up. How long can that last? First, some terms. One popular rule of thumb is that a bear market is a decline of more than … Read more

Posted on September 13, 2021 by

Your Market Jitters Might Mean You Should Rebalance

Feeling edgy about the stock market? Don’t be embarrassed. It’s a perfectly normal feeling. Any time things go well it’s understandable that you might take a step back and ask, … Read more

Posted on August 30, 2021 by

What Happens If The Federal Reserve ‘Tapers’ Its Support?

As kids go back to school and the temperatures turn cooler, it’s possible that the financial news headlines will heat up. Case in point: The Federal Reserve. A lot of … Read more

Posted on August 23, 2021 by

5 Ways Your Retirement Account Can Grow Automatically

The backbone of growing a retirement account can be summed up in two words: save more. Easier said than done, right? But there’s another axiom that truly moves the needle … Read more

Posted on August 9, 2021 by

Is Your Retirement Set to ‘Glide’ Toward Success?

The financial advising business is chock full of jargon and catch-phrases, some more useful than others. One that attempts to clarify matters is the common term “glide path.” It’s a … Read more

Posted on August 4, 2021 by