by David Haverstick | Jun 14, 2022
Below, we put together a Q&A from some of the more common questions and answers we’ve received and shared in recent conversations as well as a few addressing popular topics in the financial media. We hope you find this helpful in gaining context within these...
by David Haverstick | Dec 21, 2021
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. ...
by David Haverstick | Sep 23, 2021
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,...
by David Haverstick | Jul 21, 2021
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...
by David Haverstick | Apr 20, 2021
In our most recent newsletter, we covered the great inflation debate that began during the first quarter of 2021. Inflation fears triggered a pronounced rotation out of growth stocks and into value stocks. We wanted to expand the conversation over here on the blog...
by David Haverstick | Jun 22, 2020
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...
