Is the Diversified Portfolio Model Dead, or Merely Resting? Jeremy Siegel, the Wharton professor most famous for writing the investment classic Stocks for the Long Run, recently claimed the following: “We believe … Read more →

It’s hard to escape the feeling that inflation is starting to really matter to the U.S. economy, after decades of virtually no practical effect on investing and financial planning. It’s … Read more →

The financial advising business is chock full of jargon and catch-phrases, some more useful than others. One that attempts to clarify matters is the common term “glide path.” It’s a … Read more →

Big Wall Street banks have made waves in the financial media of late by starting to offer cryptocurrency to their clients. Chief among these has been Bitcoin, the digital currency … Read more →

The end of a year is a fine time to take stock of your life. Was it a good year (2020, ugh…) or could things have gone better? That’s where … Read more →

If you look at the long-term view on U.S. interest rates an interesting pattern appears: Virtually zero interest rates are essentially unknown from 1954 through 2009. In fact, the most … Read more →

Whether this is your first bear market or your fifth (who’s counting?), it can be very stressful to watch your retirement plan balance drop like a rock in a week … Read more →

The headlines range from mildly frightening to downright gruesome. Stocks drop hundreds of points in the morning just to rise back up by afternoon. Words like “crash” and “recession” tumble … Read more →

A load in the investment sense is a charge an investor pays when buying a financial product, usually as a mutual fund. Mutual fund providers rely on salespersons to attract … Read more →

When cities and counties need to raise money to build schools or fix roads, they issue debt. That’s a municipal bond. A municipal bond is not that different from a … Read more →