Most of us dream of aging in place, staying in our homes until our final days. There’s comfort in familiar surroundings and a sense of control that comes with being in our own space. But...
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Financial market volatility can trigger our instinct to take immediate action. When headlines scream about market drops and uncertainty looms, it’s tempting to make reactive decisions with your investments. However, history shows that staying the...
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As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
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Have you ever turned up your thermostat only to still feel cold, later discovering someone opened a window? We often think we have complete control over our environment, but we don’t. We live in a...
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Financial markets are often viewed as rational systems where participants make logical decisions based on available information. However, psychological research has consistently shown that human behavior in financial markets is far from rational. In fact,...
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For the second year in a row, a small number of U.S.-based technology stocks earned exceptional returns. The S&P 500 Index returned 25% last year, slightly under 2023’s return of 26.3%. Back-to-back equity returns over...
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Markets demonstrated remarkable resilience in 2024 despite global challenges, rewarding patient investors and showcasing the power of human ingenuity. As we enter in 2025, we wish to share this article written by David Booth, chairman...
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Here is an unusual holiday gift idea for affluent parents: a retirement nest egg for your kids. If you are in the fortunate position of having more than you need to support your lifestyle for...
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With U.S. inflation on the decline, the Federal Reserve lowered short-term interest rates. The Federal Reserve’s preferred inflation measure, the Core PCE deflator, has fallen to 2.7%, moving steadily towards the 2% target. This improvement...
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Investing in rental property is often touted as a path to financial freedom, but the reality can be far more complex and potentially less rewarding than many realize. While residential real estate can provide a...
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