Since late last week, there has been a bit of market turmoil related directly to the banking sector; more specifically, that federal regulators closed the 16th largest bank in the … Read More
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should … Read More
In this episode, we are joined by Exit Planner and financial advisor Aaron Putroff to discuss Exit Planning, the holistic approach to designing a business-exit strategy that provides the owner … Read More
Market behavior is truly complex. It’s difficult, probably impossible, to establish causality between current events and day-to-day market behavior as demonstrated by this graphic. Best to avoid market timing and … Read More
A combined measure of 10-year government bond yields from a basket of major economies has fallen below a similar basket of 1-3 year government bonds—in other words, you can get … Read More
It’s not easy for a financial professional to avoid feeling at least mild annoyance at the politics of raising (or not) the debt ceiling, because the whole discussion seems … Read More
Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports. • The global financial … Read More
The best time to buy a company’s stock is when you can get in on the ground floor, at the initial public offering. Right? Wrong. Very wrong. A research paper … Read More
’Tis the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return. Many publicly-traded companies pay out some portion of their … Read More
If you have children or grandchildren who qualify for student loan forgiveness, there’s good news and bad news. The bad news is that the forgiveness effort has been temporarily blocked … Read More
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