Market Forecasts, Mega Stocks, and the Year Ahead
January 25, 2025  | By Kevin Smith, CFA

The image below reflects what I imagine the world’s greatest stock market forecaster envisions when she closes her eyes. All of the millions of variables perfectly connected into a beautiful coherent understanding of how it all works: Imagine a formula…Read More

I Bonds: Thriving During Inflation
April 29, 2022  | By Manisha Gupta, CFP®, MBA

Concerned about inflation, perhaps for the first time in your lifetime? For many families we work with, it’s been decades since even the adults have seen inflation rising this quickly. But, the U.S. government has a nifty, old-school instrument available…Read More

What you need to know about bonds
May 3, 2013  | By Kevin Smith, CFA

I often joke that few people I meet have a strong understanding bonds because 1) bonds are boring and 2) bonds are complicated. ‘Boring and complicated’ don’t make for good movie scripts, book plots, or cocktail hour conversations. My objective…Read More