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Discover financial news you need to know from professionals you trust.

Why Sequence of Returns is Important

May 14, 2020

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that…

Takeaways From Warren Buffett’s Annual Shareholders Letter

April 30, 2020

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1 The above quote is one of the ideas Warren Buffett conveyed in his most…

Contingency Plans Helpful to Weather the Unexpected

April 21, 2020

Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why America’s…

Breaking Down the Recent Jargon of the Market

April 10, 2020

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due…

Affordable Housing Crisis Challenges

April 7, 2020

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,…

The Future of Transportation

April 1, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend…

Inheriting a 401(k) Plan

March 24, 2020

Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The…

Your Vote, Your Investment

March 17, 2020

Here’s some food for thought regarding the aftermath of Watergate: “The great paradox of one of the worst presidential scandals of the 20th century was that it forced candidates to…

The Coronavirus and Other Oddball Risks

March 12, 2020

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day. One of the…

Climate Change: A World of Opportunity

March 4, 2020

According to the National Oceanic and Atmospheric Administration, the amount of heat stored in the upper levels of the ocean reached an all-time high in 2019. This is a primary…

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