Popular Posts

Is the Diversified Portfolio Model Dead, or Merely Resting?
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

Is it Time to Own Bonds Again?
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

Is Your Retirement Set to ‘Glide’ Toward Success?
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

Is Bitcoin Actually Investable Now?
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

Investment Mistakes to Avoid: Calendar Year Accounting of Returns
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

Investing Long-term For Low Interest Rates
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

Stressed by the Markets? Keep More Cash On Hand
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

Stocks Are Bouncing Around, So What Should You Do Now?
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

Investor Facts: What Is A Load?
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

Investor Facts: What Are Municipal Bonds?
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