What the Dot-Com Bubble Can Teach Us About Investing Today

What the Dot-Com Bubble Can Teach Us About Investing Today

Although we cannot know what the future may bring, reflecting on the past will allow us to make better predictions about what is to come. Based on the dot-com bubble era insights, we believe that investors, depending on their financial situations and risk/return...
Winter is Coming: Signs of an Impending Recession

Winter is Coming: Signs of an Impending Recession

“Winter is coming.” ─ Ned Stark, “Game of Thrones” In the investment world, “winter” can be viewed as a synonym to recession, and, technically, winter is always coming at an uncertain point in the future. However, a number of recent economic signals highlight...
Long-Term Care Insurance: Pitfalls and Advantages

Long-Term Care Insurance: Pitfalls and Advantages

  The cost of long-term care has risen materially over the past few decades, creating financial hardship for millions of aging Americans and their families. As the cost of care continues to increase, so too does the need for a sound strategy for managing these...
Flight to Money Funds Is Adding to the Strains on Small Banks

Flight to Money Funds Is Adding to the Strains on Small Banks

“The bottom line is, deposits were really taken for granted for a very, very long time because of the zero interest rate environment, and now that’s completely changed.” Joseph Plevelich, our senior research analyst is interviewed by Bloomberg regarding the current...
Is it Time to Rethink your Investment Strategy

Is it Time to Rethink your Investment Strategy

Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any other year, it would be easy to chalk this up to market volatility, but in our view investors are likely not yet out of...
The Vital Importance of IRAs

The Vital Importance of IRAs

  We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. Given the vital nature of this...
Should I Invest in Real Estate

Should I Invest in Real Estate

With rising borrowing costs and low supply, investing in real estate during inflation can be a challenge. Investing in real estate can be a great way to build wealth, but real estate can also be a great way to destroy wealth if too much leverage is used. With the...
Fight Climate Change With Your Investments

Fight Climate Change With Your Investments

“A lot of times people own things that they don’t realize they own — things that are at odds with their personal values.”  Our portfolio manager and director of ESG research Matthew Blume lends his expertise on mutual funds and ETFs to an article for Better.net...