There are two kinds of investors. Passive and active. This is somewhat of an oversimplification, but essentially there are those who believe in owning broadly diverse funds with low administrative … Read More
It’s not generally known that the number of publicly-traded stocks has fallen substantially, from more than 8,000 in 1996 to roughly 3,700 today. Does that mean that there are fewer … Read More
Leftover Rollover Suppose you’ve been contributing to a 529 college savings plan, but your son or daughter doesn’t use all the money for tuition, books etc. Do you just ask … Read More
We’re all accustomed to thinking of China as the fastest-growing economy in the world, but recent events have had global investors rethinking that story. At the start of the year, … Read More
China’s Economic Puzzle We’re all accustomed to thinking of China as the fastest-growing economy in the world, but recent events have had global investors rethinking that story. At the start … Read More
On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things … Read More
There have been calls to declare that the U.S. economic recovery since the recent pandemic to be a miracle, and the Biden Administration’s various efforts— including the Inflation Reduction Act … Read More
Where Do You Begin? Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we’ll present a … Read More
More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 … Read More
Covid Recovery The U.S. vs. The World There have been calls to declare that the U.S. economic recovery since the recent pandemic to be a miracle, and the Biden Administration’s … Read More
