Forecasting market related events with consistent accuracy is nearly impossible, but that doesn’t make it any less entertaining. Making or consuming forecasts for the sake of entertainment is relatively harmless, but using forecasts to make investment decisions is...
If there was a perfect way to invest, it might be summed up in a single phrase: buy low and sell high. While it might seem impossible to do this in practice, rebalancing your portfolio helps achieve this ideal. It’s worth taking the time to ensure you fully understand...
Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While buying your first house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A home and its...
Many clients initially seek financial advice because they want help making smart investment decisions. But investments are just a vehicle to help you pursue your most important goals. An advisor can’t effectively manage a portfolio or create a complete financial plan...
Bitcoin and other cryptocurrencies have delivered eye-popping returns in 2020 and 2021. All kinds of crypto – including what started as a joke and meme, Dogecoin – are receiving heightened media attention as a result. The value of Bitcoin and...
Gold is shiny and makes nice jewelry, but it doesn’t impress me as an investment. Why? If you invest in gold, it doesn’t generate earnings or income, which means you can’t reliably value it. You can’t reasonably assign it an expected return and volatility either,...
