Until recently, much of our investment advice has emphasized the importance of maintaining your investment strategy, even when it’s tempting to jump out during market declines. Year to date, tables… Read More
Putting the Stock Market in Context
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Protecting Women’s Wealth
Today, let’s turn our attention to women and their wealth. Based on available evidence, what are women’s most likely superpowers as they acquire and manage personal wealth? What vulnerabilities might… Read More
Bringing Order to Your Investment Universe Part 3: Optimizing Your Organized Investments
In Part 2 of our three-part series on bringing order to your investment universe, we looked at Transitions and Taxes, or how to balance sensible tax management with effective investment… Read More
Bringing Order to Your Investment Universe Part 2: Transitions and Taxes
As we touched on in The Beauty of Being Organized, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized… Read More
Bringing Order to Your Investment Universe Part 1: The Beauty of Being Organized
When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved. Shape it to… Read More
Are You Confused About Investment Costs? Fund Management Fees
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to… Read More
What Is Liquidity?
Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without… Read More
Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing
In our last piece, “You, the Market, and the Prices You Pay,” we explored how group intelligence governs relatively efficient markets (as well as jelly beans) in an imperfect world…. Read More
Evidence-Based Investment Insights: You, the Market, and the Prices You Pay
When it comes to investing (or anything in life worth doing well) it helps to know what you’re facing. In this case, that’s “the market.” How do you achieve every… Read More
4 Financial Best Practices for Year-End 2023
Scan the financial headlines these days, and you’ll see plenty of potential action items vying for your year-end attention. Some may be particular to 2023. Others are timeless traditions. If… Read More
