How Long Does it Take the Market to Recover?
A common theme of concern among investors that most financial planners will hear just...
Category: Articles
Elections: How Much Do They Matter?
The democratic process of electing our leaders is fundamental to our republic of representative...
Using a Trust as an IRA Beneficiary: Does it Make Sense?
One of the more common estate planning mistakes we have seen over the years...
Delaware Statutory Trust 101: How They Work
The home purchase is one of the biggest investments the average American will make. ...
The Value vs Growth Rotation: When Will it Happen?
In the decade ending in 2021, the Russell Growth 1000 Index doubled the performance...
Inherited IRA Beneficiary Rules Clarified
After many years of confusion, the IRS has finally clarified the rules around Inherited...
Fixed Income Outlook: 2024 & Beyond
Fixed income as an asset class should always be a fixture to some extent...
Do Dividend Payers Outperform?
In 2024, more than 75% of S&P 500 stocks pay a dividend of some...
Economic and Market Forecasts: What are They Worth?
Yale economist Irving Fisher, October 15th 1929: “Stock prices have reached what looks like...
Bitcoin: Currency or Asset?
Over the last decade much has been made of the cryptocurrency space, more specifically...