The following is adapted from Inheriting Chaos with Compassion. If you inherit an investment portfolio from a loved one after they pass, unless you’re an investor, you might look at the mix of …
How to Evaluate an Investment Portfolio You Inherit
The following is adapted from Inheriting Chaos with Compassion. Of all the things you can inherit after a loved one passes away, an investment portfolio is one of the trickiest, especially if …
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Interested in Growing Your Wealth with Bonds? Here’s How They Work
The following is adapted from Inheriting Chaos with Compassion. When it comes to investing, most of us are familiar with stocks—an ownership share in a company—but you might be left wondering what …
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Horses of Two Colors
A bit earlier today, my daughter and I were at a local mall where they offered free horse drawn carriage rides. As you can imagine by the word "free," there was a long line so I had plenty of time to …
The Markets Stink. Now what?
The Markets Stink. Now what? 2018 was a pretty good year for stock market returns…. Until October. Since then we have been hit with very difficult performance. A couple of weeks ago, …
DFA US Large Cap Value: What, Exactly, Am I Invested In? Part 2
The US stock markets are still feeling jittery this week, although we are seeing some stabilization in the International Markets, something that rarely gets headline coverage here in the US. The …
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What, Exactly, Am I Invested In?
The stock markets were especially volatile last week. Normally volatile would refer to something going up and down, but when used in the context of the stock markets, we tend to only think about …
Should You Only Invest in the US Market?
The front cover of Wall Street Journal showcased the news, “Propelled by Tech Stocks, Nasdaq Tops 8000 for the First Time”, followed by “Nasdaq Soars Past 8000 to Record” in even bigger print on the …
Is It Time to Panic?
Is it time to panic? Is it time to pull out of stocks? Today was a bit ugly in the US Stock Markets. The Dow Jones Industrial Average closed down 1,175 points, the S&P 500 down 113 points …
Emerging Markets: Why Stick with a (seemingly) Loser Asset Class
Over the past year I have been asked numerous times why we would not only continue to hold Emerging Markets stocks, but add to those positions when we rebalance portfolios. Index returns show that …
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3 Day Bonus from the IRS!
Did you know that the IRS has given us a 3 day bonus this year? Watch below to find out more from Jennifer! https://www.youtube.com/watch?v=upa12BTs8jQ …
Market Corrections
I know we are hearing all sorts of scary information out there. The gamut ranges from “This is a normal market cycle correction” to “the markets are going to implode – go to all cash – NOW.” The truth …
