Providing for your family – Before I tell you why you need a will, let me interject that probably the worst financial outcome when a person dies, is to have a person with minor children fail to purchase life insurance in an amount that along with their other financial...
Whether value or growth investing is the route to better client returns is an often-debated topic. I was recently part of a team that interviewed investment advisors. Like many advisors, especially those who rely heavily on long-term studies and/or who come from an...
Let’s talk about flying through stock market turbulence. I frequently have clients that make decisions about stocks based on the wrong criteria. Now, these things matter deeply to them and usually have to do with their outlook on the future of our country....
Correcting Excesses Last month, on July 4, I wrote a piece for my website entitled, “How Long Can This Go On?” The post looked at the extreme outperformance of large growth stocks versus the rest of the market and showed that the outperformance was huge and with a...
You could ask “how long can this go on” about a lot of things lately – Trump’s trials, Biden’s health, how long will false eyelashes (sorry, eyelash extensions) be in style? But what I have in mind is the incredible dominance of one part...
