Investing Articles

Should You Invest in Gold?

Gold gets a lot of attention when markets are shaky. Whether it belongs in your portfolio is a different question.

Investing4 min

Give to Charity Without Giving Up Your Tax Deduction Using a Donor Advised Fund

If you’re missing the deduction you used to receive for charitable giving, a donor-advised fund could be the answer...

Investing7 min

What You Need to Know About Bonds

Understanding how bonds work is important because it can help you feel more confident in this part of your portfolio and...

Investing4 min

10 Simple Tips For Better Investing

Good investing isn’t complicated. There are common mistakes to avoid and good habits smart investors should build. Here ...

Investing2 min

Diversification Doesn’t Feel Good, Here’s Why

The challenge with good diversification is it doesn’t feel good when it’s working. Keep these two things in mind if there is a part of your portfolio you hate.

Investing2 min

4 Reasons Investors Should Worry About Market Volatility

Even though drawdowns are completely normal, you might be feeling a bit uneasy. Some people should be more concerned than others, especially if any of the following four are true.

Forecasting the Market: The 2022 Outlook Survey

Forecasting market related events with consistent accuracy is nearly impossible, but that doesn’t make it any less entertaining. Try your chance at predicting the market for a chance to win a $500 Amazon gift card and bragging rights.

Investing9 min

How to Invest Better: Rebalance Your Portfolio the Right Way

To earn higher returns, experience less volatility, and minimize losses, you must learn to rebalance your portfolio the right way.

Investing10 min

7 Things To Know Before You Invest in Bitcoin

Cryptocurrencies have delivered eye-popping returns the last year. But if you want to invest in Bitcoin, you need to look at the future, not the past. Here are 7 things to know before you invest in Bitcoin.

Investing8 min

Want to Invest in Gold? Here’s What You Should Know First

Inflation and massive economic stimulus have investors asking, “Should I invest in gold?” Get an advisors perspective before you consider the yellow metal.

Investing9 min

Investing For Inflation

There is a good chance we will see higher inflation in the coming months. Here’s what you should know about inflation and the effects it will have on your portfolio.

Individual Bonds vs Bond Funds: Which Should Be in Your Portfolio?

There are misconceptions about the use of individual bonds versus bond funds in your investment portfolio. Learn important differences between the two and the distinct disadvantages.

Investing8 min

How to Minimize Regret with Your Investment Decisions

Major choices in life — choosing a life partner, deciding to have children, changing jobs — are all high-stakes decisions. They force you to set aside all possible futures except the one you ultimately choose. But what about how you invest? How do you minimize regret when it comes to financial choices?

Investing8 min

How Hindsight Bias Can Impact Your Investment Decisions

There are mental shortcuts we unconsciously in our finances that can impact our investment decisions. Learn what “hindsight bias” is and four ways to prevent it from hindering your decision-making ability.

6 Methods to Consider When Choosing an ESG Investing Strategy

A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people. Here’s a closer look at six different methods for incorporating ESG criteria into your investment strategy.

What to Do If You Were Getting Ready to Retire Before the Pandemic Hit

You may wonder how the fallout and long-term ramifications of the COVID-19 could change your retirement plans and timeline. The good news is with some strategic adjustments and the right action steps, you should be able to stick to your original plan.

What Does it Mean to Be an ESG Investor?

Environmental, Social, and Governance (ESG) no longer refers only to values-based investing. There are a lot more products and strategies available for investors interested in aligning their investment portfolios to their personal values.

Investing9 min

Pay Off Student Loans or Invest? Here’s How to Decide

Once you finish all your schooling and start to earn a full-time income, should you pay off student loans as fast as possible or contribute available cash flow to investments for long-term growth? The right answer for you depends on a variety of factors.

Is Now the Time to Buy Individual Stocks?

You may look at stocks with steep declines and think to yourself, “There’s no way those companies are going out of business. This dip is temporary and it’s inevitable that they’ll bounce back.” But any time you start making investment predictions like these, you’re in dangerous waters.

Investing2 min

Optimists Will Prevail

We are facing risks unlike any we’ve dealt with in our lifetimes. Being told you’re in danger triggers all your evolutionary defense mechanisms intended to keep you safe. Unfortunately, none of these instinctive reactions are useful in the arena of long-term investing. Not only do we face a real, physical threat to our collective health […]

Making Sense of the Stock Market Swings

It’s been a wild few weeks in the market as investors try to gauge how the coronavirus will impact global growth and corporate profits. Here’s what I recommend you should do in response to market volatility.

Should You Use a Traditional IRA or Roth IRA For Retirement Savings?

Lowering or eliminating the drag of taxes on your investment returns means you can compound your retirement and education savings goals at a higher rate. Learn differences between a variety of retirement accounts you can use to have your earnings, income, and capital gains to compound tax-free over time.

A Common Mistake Many Investors Make: Mental Rigidity

It’s one thing to agree to a long-term investment plan at the onset of a relationship with a financial advisor, but the actual experience of riding out different market movements is harder in practice than in theory.

Investing1 min

Midterm Elections and Your Portfolio

For whatever reason, midterm elections have tended to be a good time to buy equities. There are a some theories that explain strong market performance following midterm elections, but they are rely heavily on narratives and ignore the complexity of financial markets.

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Financial Blogger Wisdom: Spring 2018

Financial Blogger Wisdom: Spring 2018

Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. Here are my responses along with links back to the full set of responses.

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U.S. Stock Valuations and Return Expectations

U.S. Stock Valuations and Return Expectations

Valuation is a terrible short-term indicator, but it can be useful in setting expectations for future returns.

6 Investing Lessons From March Madness

Filling out a bracket for the NCAA basketball tournament reminds me so much of investing because it balances expertise, future expectations, risk, and reward. Winning also requires a healthy dose of luck along the way. There are six lessons from March Madness that we can apply to the world of investing.

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2017 Annual Investment Review

Investing1 min

2017 Annual Investment Review

Every year I address some of the most common client questions in a publication titled Annual Investment Review. Check out the 2017 issue here.

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10 Books To Make You A Better Investor in 2017