Predicting the future is out of the question, but developing reasonable expectations for planning purposes is necessary. Calculating expected returns on investments is a difficult task, but fairly simple models have been accurate enough to help with long term planning….Read More
I did not predict anything about 2020, including that the Presidential campaign three months from election day would be so quiet. You can’t escape it if you are glued to cable news or Twitter, but by comparison to past elections,…Read More
There is more energy around day trading than I have seen in years. Maybe it’s because of quarantine boredom. Maybe it’s because tech stocks have been soaring and FOMO (fear of missing out). Maybe marketing genius Dave Portnoy is responsible…Read More
Seeking the bottom of the market is risky business. The conditions that caused The Great Recession of 2007/2008 had nothing in common with our current crisis, but the feeling of watching stocks fall is similar. Investors are struggling with a…Read More
We are still technically in a Bull market and have been for about 11 years. When we zoom out and take a deep breath, there is some solace in seeing that Bear markets tend to be much shorter than Bull…Read More
One of the most commonly referenced investment strategies must be “sell the highs and buy the dips”. Why is it so popular? Makes sense. Hard to argue against. Easy to apply (in theory). Low cost to execute. High profile investors…Read More
The stock market brought us gifts just in time for Christmas. The chart above show the % declines from all-time highs over the past five years for the S&P 500. Christmas Eve just happened to be the most significant pull…Read More
A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF investment account. 2) Fund the account with a charitable donation and enjoy the tax benefit…Read More
If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a lot of cases, it is the BIGGEST investment account in a household. Until now, we…Read More
We have expanded our access to non-traditional investments through an independent exchange called CAIS. This platform provides third-party research reports, analytics tools and streamlined transaction execution for private equity funds, private loan portfolios, hedge funds, real estate funds, and others. Non-traditional,…Read More
