Anyone can suffer from FOMO – Fear of Missing Out. Making decisions based on FOMO can be dangerous, especially when it comes to investing. We see the
Asset Location: It Can Improve the Tax Efficiency of Your Investments
Note: This is an updated version of this blog: Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle. Some additional
Recent Market Performance: The Bad and the Good
When asked which would you like to hear first, do you say "the good news" or "the bad news?" I like saving the good news, so I’m going to start with
This Too Shall Pass
The pandemic is here, and we’ve found ourselves in a bear market. Beyond our stocks, many of us may also be worrying about whether we have enough
Handling Volatile Markets
With the market's continued volatility, I thought it would be helpful to share some additional thoughts. If you would like to discuss the market's
Thoughts on Current Market Volatility
We want to take a moment to update you on our thoughts related to the coronavirus and its impact on the financial markets and your personal financial
Can We Still Invest for the Long-Term?
As previously published by Home Action News on February 5, 2019 If you are saving for retirement, your time horizon should be long-term, especially
Market Volatility Has Increased — What Now?
The short answer to the above question is you may not have to do much at all. Stick with your process; see if re-balancing is necessary. If you are
At Some Point, the Market Will Turn Lower – Will You Be Ready?
SOMEDAY In the words of John Mellencamp, “Someday, but I don’t know when” there will likely be a significant market downturn. I won’t pretend that I