Acknowledging that the coronavirus has resulted in financial hardship for many individuals, Uncle Sam by way of the CARES Act has allowed for temporary
In our management of clients’ assets, we use exchange traded funds (or “ETFs”) for the majority of our investments. ETFs are a relatively newer form of a mutual
The holidays are fast approaching. For many of us, it will be one of the strangest holiday seasons we've ever experienced due to COVID. Many of us will not be
Don't Be Surprised With a 10% Decline
The financial markets have come a long way since March when many "experts" predicted a further major decline in the
Barron’s ran a story this weekend on Robinhood. Robinhood is a new free online trading platform that is targeting millennials. The concept of Robinhood is a
Khalil Parker and Deidre Downey have very little money in the bank, no savings for a down payment on the house they hope to buy and a 2-month-old baby. “We’ll
There has been debate over the years about whether men or women are better investors. Studies give women an edge over men with regard to investment performance
An interesting study from Morningstar shows that the relative outperformance of large “growth” stocks versus large “value” stocks may have reached an important
A market strategist who I hold in high regard recently issued an interesting report discussing the disparity that has developed in the valuation of stocks
Much of what we do as financial planners involves forward-looking assumptions around things such as inflation, the economy, and financial market returns. One
Howard Marks, Co-Chairman of Oaktree Capital, is a highly successful investor. A recent letter to shareholders penned by Marks contained what I thought is
