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?
May 4, 2021
When you pass, somebody will need to settle your estate. So why do so many families procrastinate when it comes to essential estate planning?
Stock market declines over a few days or months have lead to many investors questioning if we should anticipate a down year.
History suggests that making decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes.
Bitcoin mania is receiving intense media coverage, prompting many investors to wonder whether it deserves a place in their portfolios.
Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination.
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?
Do network effects provide the largest tech companies with advantages that lead to business and stock market success? Not necessarily.
You may not be interested in using cryptocurrency as a means of exchange. But what about trading cryptocurrency, directly or in fund form?
Social media investors have recently banded together on unconventional platforms to drive up the prices of a handful of “meme stocks.”
In a three-part series, we are taking a closer look at the cryptocurrency craze. Our second section is entitled “Spending Cryptocurrency.”
A recent flurry of return spikes for a handful of US stocks has captivated investors and non-investors alike.
In a three-part series, we are taking a closer look at the cryptocurrency craze. Our first section is entitled “Understanding Cryptocurrency.”
Index additions and deletions are typically a routine affair, but the recent addition of Tesla to the S&P 500 stirred up a lot of attention.
Why do we invest in stocks? Many of us do so because stocks offer higher expected returns than cash and short-term government debt.
Investors often consider yield when assessing the expected return of a bond. Yield to maturity equates the current price of a bond to its coupon structure.
While we all prepare for a fresh start in the new year, here are six financial best practices to help you efficiently close out 2020.
Exchange-traded funds (ETFs) share many features with mutual funds, but the process of buying and selling them is different.
Those receiving dividends may have been surprised to see lower-than-expected payouts following the onset of the coronavirus pandemic.
In the run-up to the U.S. presidential election, you’ve probably been hit by enough breaking news to propel you well into 2021.
In financial circles, presidential elections inevitably lead to discussions on the potential impact they can have on the markets.
Investment returns have two parts: the expected return and the unexpected return. Which of the two applies with FAANG stocks?
When deciding to use lump-sum investing (all at once) or dollar-cost averaging (over time), it’s unlikely to matter nearly as much as whether you invest efficiently to begin with.
In third-quarter markets that represented a second consecutive quarter of gains, what stock outshone the others in the S&P 1500 Index?
Election years can be fraught with uncertainty as candidates predict their effects on the economy, the markets and your investments.
Lump-sum investing (all at once) vs. dollar-cost averaging (over time) is often described as “plunging” vs. “wading” into the deep end of the market.
As companies grow to become some of the largest firms trading onthe US stock market, the returns that push them there can be impressive.
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed.
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times.
There is a term the investment world has been using since at least the 1940s to describe the highest standard. It is called fiduciary investment advice.
This past quarter, the general theme has been how quickly global markets sold off and came back, even as headlines stoked bonfires of ongoing upheaval.