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
A lot has changed with Bitcoin since our 2021 blog post, so it’s time for an update. Bitcoin has achieved staying power. With a total market value of about $2 trillion, it probably isn’t going away unless its cryptography is broken…Read More
The elections are over. Some of you are distraught and some are elated – we know because we have both types of conversations every day. It was stressful for everyone because of the uncertainty, but the sun rises again and…Read More
Employees get paid for doing work. Investors get paid for taking risk. Risk is the chance of losing value between the time of purchase and sale. We experience risk when the value of an asset falls while we own it….Read More
Investing a large sum of money can be daunting, especially with the uncertainty of market fluctuations. Enter dollar-cost averaging (DCA), a strategy designed to help investors manage risk by spreading their investments over time. By consistently investing a fixed amount,…Read More
A 529 account is an excellent vehicle to save money for kids’ education. The contributions grow tax-free, and withdrawals from the account are tax exempt as long as they are used for qualified educational purposes. A list of qualified educational…Read More
The combination of high price inflation, higher interest rates, and a stock market recession is rippling through household budgets across the world. The impact varies quite a bit depending on sources of income, debt levels, property ownership, insurance coverage and…Read More
Now that tax season is over and the damage is done, what can you do for 2014 to better manage your taxes? Here are some ideas that may apply to you, in no specific order. We recommend that you consult…Read More
