February 17, 2019 |
Déjà Vu All Over Again
Investment fads are nothing new.
Category: Investment Management
February 12, 2019 |
Loss Harvesting Season Is All Year Long
Don’t just wait for December to take advantage of great tax mitigation opportunities.
January 23, 2019 |
The Connection – Basic Fundamentals & Advanced Techniques
Joe Humphreys’ life long adage applies to life, on and off the stream.
Financial Planning, Investment Management, Wealth Management
September 22, 2018 |
Why Is My Portfolio Diversified?
Diversification means more than the S&P 500.
September 6, 2018 |
The ABCs of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.
Financial Planning, Investment Management, Wealth Management
July 18, 2018 |
The Value Premium – Where Is It and What It Means
Are periods of underperformance in the value premium that unusual? We can look to history to help make sense of this question.
Charitable Giving, Financial Planning, Investment Management, Wealth Management
June 25, 2018 |
The Impact of Inflation
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.
Investment Management, Retirement Planning, Wealth Management
April 16, 2018 |
Fundamentals are your most advanced investing techniques
Fundamentals of fishing applied to investing.
February 14, 2018 |
Recent Market Volatility
After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.
January 22, 2018 |
Realistic Expectations for Good & Bad Markets
The importance of having realistic expectations in both good and bad markets.