How To Be Positively Skeptical – Part 4

There are only so many hours in the day to do all the financial fact-checking you would like to when deciding who and what to believe.
How To Be Positively Skeptical – Part 3

In the financial jungle, it’s essential to look before you leap at emotion-triggering misinformation. Here are five “do’s” and “don’ts” for due diligence.
The Bumpy Road to the Market’s Long-Term Average

Since 1926, the US stock market has rewarded investors with an average annual return of 10%, but returns can be sky-high, poor or somewhere in between.
How To Be Positively Skeptical – Part 2

Today, let’s talk about your emotional reaction to unfolding news, and the impact that it can have on your financial well-being.
History Shows That Stock Gains Can Add Up After Big Declines

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.
Sticking to Investing Principles

In times of great stress, the most reliable recipe for success is to remain committed to a set of fundamental investing principles.
Quarterly Report – Q1 2020

Brace yourself. Your newly released quarterly reports are highly, highly likely to leave you feeling at least a little disheartened.
An Overview of the CARES Act

We are sure you have questions about the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Here is a summary of many of its key provisions.
Potential Account Rebalancing

The primary objective of a rebalancing is that we want to try to maintain the risk profile deemed appropriate for your account.
A Coronavirus Round-Up Report

Historically, bear markets are like the changing of winter to spring. For every ferocious bear we’ve encountered, an uplifting bull has eventually followed.