With 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.
Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.
THE CALCULUS OF PLANNING FOR ...Continue Reading →
… the Treasury yield curve continues to flatten—historically, a harbinger of a slower economy. The spread, or difference, in the yields of the Treasury’s two- and 10-year notes, to under 20 basis points, is the smallest since July 2007… Barrons Up & Down Wall Street Column 8/27/18
The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)!
Headline-grabbing yield curve commentary somehow sounds important, ...Continue Reading →
If there’s one thing you can count on, both in life and investing, its’ uncertainty. That’s why we save and invest to begin with. We save and invest today, hoping our money will grow. We act on our aspirations for a bright financial future, but we never know for sure.
It stands to reason, then, if there were a credible, evidence-based way to ...Continue Reading →
If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?
But is this a new and better way to invest for the greater good or just another ...Continue Reading →
If it has been awhile since you reviewed your estate plan (will, power of attorney, and advanced directives) it is possible that you may need to update your plan. While Federal estate taxes have changed and are no longer the driving concern an equally important part of your estate planning; healthcare planning; should not be overlooked.
National Healthcare Decision Day (NHDD), April 16-22, 2018, is an initiative to “inspire, educate and empower the ...Continue Reading →
On Friday, the Dow closed down almost 600 points (2.34%) on trade war fears. However, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors and us seasoned investors have forgotten what volatility feels like and how panic-inducing those times can be.
Experience and evidence alike show us how severely volatile markets test investor resolve, sabotage ...Continue Reading →