Do Dividend Payers Outperform?
In 2024, more than 75% of S&P 500 stocks pay a dividend of some...
Category: Articles
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...
Market Volatility: Friend or Foe?
Market volatility is not something that investors enjoy, as none of us like to...
Foreign Stocks: Do They Still Make Sense?
The importance of diversification has been well established across the investment research literature over...
Interest Rates and Real Estate: What Can You Expect?
Recently we’ve seen signs of softening in the housing market due to the increase...
Cost Basis vs Performance: How to Understand your Monthly Statement
One of the confusing aspects of reading a monthly statement or your positions page...
When Should You Collect Social Security?
Among the most consistent questions my colleagues and I have received as financial planners...
Understanding IRMAA: Income Related Monthly Adjustment Amount for Medicare
In 2003, in order to address a shortfall in Medicare, Congress passed the Medical...
What to Do When you Inherit Assets
If you are expecting to inherit a sum of money, there are many key...