Evidence-Based Investment Insights: The Full-Meal Deal of Diversification
The market’s price-setting efficiencies start with diversification being among your greatest financial friends.
February 5, 2024
The market’s price-setting efficiencies start with diversification being among your greatest financial friends.
Independently thinking groups (like capital markets) are usually better at accurate answers than even the smartest individuals in the group.
What causes market pricing to change? It begins with the constant stream of news informing us of the good, bad and ugly events taking place.
It helps to know what you are facing in investing. Play with and not against market forces by understanding how market pricing occurs.
Tax season is right around the corner. Whether working with a tax professional or doing it on your own, the process can be stressful.
Rebalancing is the process of shifting your investment assets back to their intended, long-term allocations.
Sticking with a long-term financial plan built on a solid investment strategy can help you stay grounded, even in moments of uncertainty.
The start of the new year is a great time for a financial check-up. Here are a few of the issues you should consider.
The end of the year presents a number of planning opportunities and discussion topics that can help keep your financial goals on track.
Good advice is timeless, and timely. At its essence, good financial advice never goes out of style. Its principles are permanent.
As 2023 comes to a close, here are four of our favorite financial best practices to address prior to the end of the year.
Let’s take a look at five of the most common financial adages and review why they are often much easier said than done.
As an investor, second-guessing a stable strategy can leave you in the weeds. The best course of action is sticking to your investment plan.
Compounding is one of the most powerful forces in the world. Just ask Albert Einstein, who is said to have called it the “eighth wonder.”
Life insurance is a complex topic, and it often leaves many people confused about what they should do with their existing policy.
When it comes to investing, we have all navigated uncertainty, weighed risks and rewards, and made carefully considered decisions.
Professional money managers have existed for centuries, but until the 1960s, there was no empirical way to hold them accountable for results.
Are crowds wise, or are they delusional? The quick answer is both, and each can play a role in our investment decisions.
The goal of this checklist is to help you become better equipped to navigate the process of selling your home.
Let’s talk about how to minimize the financial mistakes that matter the most, and make the most of the ones that remain.
Investing and health can be two of the most important things in life, but sometimes they also can be the most confusing.
In the final installment of our stock buybacks series, let’s cover some of the potential downsides to stock buybacks.
In the latest installment of our stock buybacks series, let’s take a look at how companies use stock buybacks in practice.
Stock buybacks (i.e. company repurchasing shares of its own stock) are often targets of both praise and criticism. So, are they good or evil?
Understanding financial lingo can help you manage your money more effectively, and hold more meaningful conversations with your advisor.
Reviewing your investment portfolio is a critical part of the financial planning process. This checklist covers some key topics to consider.
There are issues to consider when buying a home, including how the costs of purchasing and owning a home will impact your financial goals.
Let’s take a look at a total return investment strategy in comparison to one that seeks more concentrated dividend stock positions.
A popular perception is dividend stocks can deliver decent returns while also creating a dependable income stream for spending in retirement.
While most people know what they should be doing, they still often fall short of properly tracking and managing cash flow.