Year to date, not only have many broad markets delivered gains from acceptable to amazing, there have been the usual assortment of sizzling stocks to distract us with their dazzle. Strong market performance is welcome news. But at least in the wider investment world, we’re likely to see a different kind of response that isn’t as welcoming. Read More >
Here we highlight the subtle yet influential behavioral biases that often steer investors toward less-than-optimal decisions. Recognizing these mental traps can help you sidestep the blind spots your own biases might create and help you become a more confident investor. Read More >
Looking back at the unpredictability and surprises of the past year's markets serves as a potent reminder of a fundamental truth: Timeless wisdom best informs timely decisions. As we settle into 2024, let's revisit a few timeless tenets that offer timely investment insights. Read More >
If your wealth were a garden, which actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches… plus a thoughtful reflection on how to make the most of the remaining year. Read More >
This year, despite the challenges of fluctuating interest rates, looming government showdowns, and global threats, disciplined investors find themselves navigating through a sea of economic uncertainties, pondering the next move in a market marked by 'blunting' and 'sideways performance. Read More >
Explore the Dual Nature of Markets: Wise Crowds and Delusional Mania. Discover why markets can embody both aspects and how it influences your investments. Learn how a low-cost, globally diversified portfolio can harness wisdom and evade mania for financial success. Read More >
This article on safeguarding your wealth emphasizes the difference between avoidable investment mistakes versus random market misfortune. By eliminating avoidable mistakes, investors can also lower, but not entirely eliminate, the possibility of experiencing negative investment outcomes. Read More >
While stock buybacks can offer tax-efficient benefits to shareholders, they're not immune to pitfalls and controversies. In our final installment, we explore the potential downsides of buybacks and the government's watchful eye on the practice. Read More >
In our second installment on stock buybacks, we unveil the practical strategies companies adopt. Learn how stock buybacks, when executed adeptly, can present remarkable tax-efficient advantages to shareholders, all while preserving the potential for future growth. Read More >
Stock buybacks can help you, hurt you, or be a neutral event, depending on the particulars. In the first installment of our three-part series, we provide an objective examination of stock buybacks. Read More >
Why we prefer a total return investment strategy instead of seeking more concentrated dividend stock positions, even for retirees who are drawing income out of their portfolios. Read More >
Why dividend investing—or, stocking up on stocks with a reputation for consistently paying out attractive dividends—may not be an ideal strategy for generating a dependable income stream out of your investment portfolio. Read More >
Amidst the media frenzy surrounding the debt ceiling threats, in this article we examine potential scenarios and advise investors to approach these challenging times with a measured mindset. Read More >
SVB Financial Group's struggles are an example of the challenges faced by the broader financial sector as a result of the Federal Reserve's hawkish stance. In case you have questions about what this means and your portfolio exposure, read on. Read More >
Following the Pareto Principle (commonly known as the 80/20 rule) which suggests that 80% of an outcome is often the result of just 20% of the effort you put into it—Here are 4 financial best practices that pack a lot of value per “pound.” Read More >
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.
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