The Power of Human Ingenuity
Market performance in 2024 reflected the power of human ingenuity, which kept the economic engine going.
How to Manage Money Scripts
Let’s focus on actionable strategies to manage money scripts, flip unhelpful patterns and build healthier financial behaviors.
Your 2024 Year-End Planning Guide
End the year strong. Review your finances, maximize savings and explore tax-smart strategies for a confident start to the new year.
Has Index Fund Growth Impaired Markets?
One concern about the increasing popularity of index funds is whether the decline in active management has impacted the function of markets.
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.