During market downturns, investment managers will often engage in tax-loss harvesting as a way to create a little tax ‘alpha’ (a.k.a. positive return) in an
Dollar-cost averaging is a strategy of investing money into the market proportionally over a period of time. In this Brief, I explain how it works,
Several investors have recently asked us whether they should be owning individual bonds versus bond funds in the belief that individual bonds are somehow better
Exchange-traded funds (ETFs) and mutual funds are both baskets of individual stocks, bonds, and other securities that provide investors with an easy way to invest
Women’s access to capital has increased over the last few decades thanks to better pay, increased participation in the labor workforce, and greater access to
In this brief I will be sizing up the likelihood of rising inflation, the risks, and how we view inflation in relation to our portfolio
During the height of the coronavirus, fixed income markets did not serve as the portfolio ballast many investors hoped and expected. This, along with historically
My wife gave me this puzzle for Father’s Day this year. My 3-year-old absolutely loves puzzles, so I think we did the puzzle about 10
When I was learning to play golf as a teenager, my uncle Jim would always tell me that golf is all about minimizing mistakes. If
Future investment rate of return is a crucial input for any financial plan. Read this Brief to learn what drives investment expectations and what we
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