Step-by-Step Estate Planning

If you have been putting off your estate planning, taking the initial steps can be daunting, but also liberating at the same time.
Why Investors Might Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest that are trading on the US stock market, the returns that push them there can be impressive.
The Importance of Estate Planning

When you pass, somebody will need to settle your estate. So why do so many families procrastinate when it comes to essential estate planning?
Do Downturns Lead to Down Years?

Stock market declines over a few days or months have lead to many investors questioning if we should anticipate a down year.
What History Tells Us About the Market and Control of US Congress

History suggests that making decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes.
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin mania is receiving intense media coverage, prompting many investors to wonder whether it deserves a place in their portfolios.
Tales from the Crypto: How to Think About Bitcoin

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination.
SPACS, NFTs and Other Jungle Creatures

You have likely heard the terms SPAC (Special Purpose Acquisition Company) or NFT (Non-Fungible Token) in the news lately. But what exactly do they mean?
Network Effects Don’t Ensure Continued Success of FAANG Stocks

Do network effects provide the largest tech companies with advantages that lead to business and stock market success? Not necessarily.
Trading in Cryptocurrency

You may not be interested in using cryptocurrency as a means of exchange. But what about trading cryptocurrency, directly or in fund form?