February 23, 2023

The Ugly Truth of Diversification

Most of us have heard the phrase, “Don’t put all your eggs in one basket.” […]
January 13, 2023

ESG Investing: A Big Help or a Big Hype?

On November 22, 2022, the U.S. Department of Labor finalized a rule that allows retirement […]
October 10, 2022

Dealing With Inflation

Everyone has noticed it—at the grocery store, at the gas pump, on items from airline […]
April 30, 2022

Value Still Beats Growth

Back in 2015, we wrote an article entitled Value Beats Growth, referencing the fact that […]
June 29, 2021

Speculator or Investor—Which are You?

Is speculating different from investing? Is investing different from speculating? The answers, of course, are […]
September 25, 2020

2020 Election

“Your life doesn’t change by the man that’s elected” —“Head Full of Doubt/Road Full of […]
August 13, 2020

FAANGM Stocks—Winner Take All?

” ‘Tis the part of a wise man to keep himself today for tomorrow, and […]
February 7, 2020

Is Now a Good Time to Invest for the Long Term?

Over the Thanksgiving holiday, I had lunch with a good friend I had not seen […]
August 16, 2019

A Recession Is Coming (Eventually)

If you’ve been following the recent financial headlines, you’ve seen that the stock market has […]