Investing
This Has Been a Test: Developing a Financial Plan You Can Stick With
This guest post is written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. He discusses the importance of sticking to a sensible financial plan – especially during the past three years –...
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Investment Scams: If it seems too good to be true, it is!
There is no shortage of investment scams. According to the FTC, there were 2.8 million fraud reports from consumers in 2021, and reported fraud losses increased more than 70% year over year. Some of the...
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Third Quarter 2018 Investment Commentary
The following is our Third Quarter 2018 investment commentary sent to clients in mid-October 2018. U.S. Economic Trends Persist The U.S. economy continues to experience steady, strong growth which has picked up slightly in the...
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Third Quarter 2022 Investment Commentary
U.S. and European central banks are committed to stopping inflation. With five rate increases totaling 3% in 2022, the Federal Reserve moved swiftly to raise rates with the goal of tamping down the emerging inflation...
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Third Quarter 2022 Investment Commentary
U.S. and European central banks are committed to stopping inflation. With five rate increases totaling 3% in 2022, the Federal Reserve moved swiftly to raise rates with the goal of tamping down the emerging inflation...
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Five Tips for Better Financial Health
Why do so many of us disregard the professional advice we are given? We know what is good for our health – exercise, eat right, get enough sleep, go to the doctor—but face barriers to...
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Partners in Love, Life and Money; Why a Team Approach to Family Finances is Ideal
When you create a long-term partnership with another person, you are forming a team with all its benefits and challenges. If you choose to merge your finances, you might be inclined to follow a divide...
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Why Stocks and the Economy Diverge
Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The last few years have produced...
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Second Quarter 2022 Investment Commentary
Economic growth is moderating Excessive pandemic-related stimulus coupled with labor and supply chain shortages has pushed up prices of goods, services, and housing in many markets. To mitigate inflationary pressures, central banks are raising interest...
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