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Price & Value
As 2021 comes to a close we not only wanted to wish all of our friends and clients a merry Christmas and a happy holiday season but also share some thoughts and what we believe to be a helpful perspective in making sense of what hasn’t exactly been a normal year. ...
The Truth About Long-Term investing
Long-term investing, in concept, is very easy to understand. The strategy of committing capital to a portfolio that is designed to meet your needs in the future is a good strategy. There is nothing overly complicated in understanding that and history, as a guide,...
The Case for Individual Bonds
I recently had the opportunity to speak with Lewis Braham from Barron’s and really enjoyed the conversation. Check out Mr. Braham’s article, below, where he makes a case for owning individual bonds. Our regular readers may recall this post where we, too, discuss the...
Let’s Talk About Value
Inflation fears triggered a pronounced rotation out of growth stocks and into value stocks.
Know Your Retirement Plan Options
Earlier this week, the IRS made some adjustments to the required minimum distribution (RMD) rules for 2020. First, some background. With the passage of the SECURE ACT, an RMD for 2020 is no longer required. But what if you had already taken your RMD? Can you put...
Tackle Your Student Loan Debt
If you are one of the 44 million borrowers saddled with student loan debt, it can be a heavy burden to carry. According to Forbes, student loan debt is the highest it has ever been at more than $1.5 trillion. That ranks second, behind only mortgage debt, as the...
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