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Stocks on Sale Due to Coronavirus

February 28, 2020

The world is watching the spread of the COVID-19 (Coronavirus) with great concern. The feeling of uncertainty has spread across […]

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Parabolic

February 21, 2020

If you have followed the stock market this year then you are probably aware of what is going on with […]

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Tuning Out the Noise

February 21, 2020

Sometimes we come across a message so simple it’s compelling. This short video from Dimensional Fund Advisors (DFA) is just […]

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But I Invested Anyway

January 14, 2020

2019 will go down as one of the best years on record for investors. Global stocks returned +26% and bond […]

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Is The Secure Act An “Enhancement” To Retirement Plans?

January 14, 2020

  In June of last year, we wrote about the SECURE Act that passed the in the House. The bill […]

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Charitable Contributions from an IRA?

December 10, 2019

In 2018 charitable contributions from individuals fell by 3.8%. Excluding the Great Recession 10+ years ago…

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Fifth Inning Stretch

December 10, 2019

As of the end of November, the S&P 500 index had returned +27.6% for the year – a phenomenal year…

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Did You Know?

December 10, 2019

In 1935 FDR proposed the Social Security retirement program and his staff projected that total expenditures for…

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Engagement Announced

December 10, 2019

In the October Par 3, we wrote about Charles Schwab and TD Ameritrade reducing commissions to $0. One month later, […]

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Fear Factor

October 9, 2019

Both the media and the general investing public seem to be obsessed with predicting the next recession…

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Build Baby Build!

October 9, 2019

A few months ago we wrote a note highlighting the fact that over the last decade the US has severely…

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The Other Trade War

October 9, 2019

On October 1st Charles Schwab announced that they were lowering commissions on stocks, ETFs, and options to…

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