Money Scripts: The Stories We Tell Ourselves in Order to Live, Save and Spend

Discover the hidden influences on your financial decisions, and how they impact saving, spending and investing.
How to Feel About Consumer Feelings

The Consumer Sentiment Index is sometimes viewed as a beacon of how investors feel about the direction of the economy.
Mergers And Liquidations

What happens when a mutual fund or ETF becomes obsolete? The most common and straightforward outcome is a liquidation.
Presidential Election Reflection

Another election day has passed. It is hard to know what will happen between now and the inauguration, let alone what awaits us beyond.
Financial Readiness: Preparing Yourself Before Disaster Strikes

Let’s contemplate some of the tried-and-true steps to help better prepare your financial affairs for when disaster strikes.
The Big Picture When It Comes to Small Caps

Small caps have outperformed large caps handily in developed non-US markets and emerging markets.
Don’t Get Fed Up

Fed watching is an unreliable input into investment decisions because the Fed’s expected actions are already reflected in market prices.
Expect the Unexpected with Stocks

Ask investors what kind of return they expect out of stocks in any given year, and many will say the market’s historical average return.
Bulls, Bears and Ballots

During a presidential election year, investors tend to seek a connection between who wins the White House and which way stocks will go.
I Have a Lump Sum in Cash, Should I Invest It Right Away?

What do you do if you receive a big bonus at work, inherited some money or enjoyed a recent windfall you would like to invest?