The tech industry has largely escaped the widespread job losses and business disruption that other sectors are experiencing. Here are seven reasons why NOW is a good time for tech professionals to start a financial planning regimen that ensures that they can emerge from any situation on track and well-positioned to meet their life goals.
Read MoreIf you are a small business owner or self-employed person, read on to learn what the CARES Act means for you.
Read MoreIn the wake of the historic $2 trillion stimulus bill that Congress and President Trump have enacted in response to the COVID-19 pandemic, we’d like to help you understand how the provisions of the bill may affect you.
Read MoreThe 2020 Stimulus Bill (aka the CARES Act) includes significant changes to distribution rules for retirement plans. Here are some of the highlights:
Read MoreThe impact of missing just a few of the market’s best days can be profound.
Read MoreAre you a tech professional who avoids investing because you are risk averse? Read on to make sure you’re not making this one critical mistake.
Read MoreInvesting for the long term helps to ensure that you’re in the position to capture what the market has to offer.
Read MoreIn the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?
Read MoreInvestors should understand that IPOs have generally underperformed broader market benchmarks in recent decades and that their fundamental characteristics suggest lower expected returns.
Read MoreOutguessing markets is more difficult than many investors might think. While favorable timing is theoretically possible, there isn’t much evidence that it can be done reliably, even by professional investors. The positive news is that investors don’t need to be able to time markets to have a good investment experience.
Read MoreA globally diversified approach can deliver more reliable outcomes over time with less volatility than investing in individual countries. This can help investors stay on track, through all kinds of markets, toward their long-term goals.
Read MoreThe US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.
Read MoreThis 2-1/2 minute video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of investing in financial markets.
Read MoreInvestment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.
Read MoreThere are a host of benefits to practicing the key tenants of the FIRE movement. Saving aggressively in your 20s, 30s and 40s combined with tax savviness can lead to tremendous wealth creation. And with the creation of wealth comes the ability to choose where, how, if and when you work, which is why you should begin playing with FIRE.
Read MoreAs of 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
Read MoreIt’s almost Election Day in the US once again. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. In financial circles, this will almost assuredly include any potential for perceived impact on markets. But should long-term investors focus on midterm elections?
Read MoreWith school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.
Read MoreIn recent years, “liquid alternatives” have increased in popularity considerably. This sub-category of alternatives consists of mutual funds that may start from the same building blocks as the global stock and bond market but then select, weight, and even short securities in an attempt to deliver positive returns that differ from the stock and bond markets.
Read MoreAs investors, we should consider whether we want to use the price we observe or look for a better price. A recent study from Dimensional Fund Advisors shows that over the 15-year period ending December 2017, only 14% of investment managers that attempted to outguess the market survived and beat benchmarks.*
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