Is the Value Premium Pining for the Fjords?
There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and a half for value stocks.
2021 – Q1 Quarterly Market Review
2021- Q1 Quarterly Market Review
2021 – Q3 Quarterly Market Review
2021 Q3 – Quarterly Market Review
2020 – Q4 Quarterly Market Review
2020- Q2 Quarterly Market Review
What Do Low Interest Rates Mean for Stock Returns?
Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge.
2021 – Q2 Quarterly Market Review
2020- Q2 Quarterly Market Review
2020 – Q3 Quarterly Market Review
2020- Q2 Quarterly Market Review
A Tax on Giving – Understanding the Rules of the Gift Tax
Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for someone else to tackle. But if you […]
I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?
Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional.
I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?
We were able to categorize next steps after the RISA™ into five groups.
