Playing the Long Game: Value Investing in the Modern Age
“Buy low, sell high” is every investor’s mantra, though it’s rarely as simple as it sounds. All market participants — whether professional wealth managers, retail investors, or speculators — hope to buy stocks or securities that will rise in price within a targeted...
Presidents and Their Impact on the Stock Market
“It’s the economy, stupid!” ─ James Carville The reputations for presidents in the annals of history often rise and fall with the fluctuations in the economy. As President George H.W. Bush would tell you from personal experience, the health of the economy plays a...
Want to Practice Social Impact Investing? Try These 3 Tips
When you purchase stock or other forms of equity, you’re providing financial support to the company that issues it. Publicly traded companies rely on shareholder money to finance their operations, and some of them reward shareholder loyalty with dividends or stock...
Buy Outright, Finance, or Lease? Considerations for Your Vehicle
Low interest rates combined with massive changes in travel behavior during the COVID-19 pandemic are leading many people to acquire cars. Before making a significant financial commitment to a vehicle, it is important to understand the financing and leasing options...
The College Planning Lifecycle – Stage 3: Grandparents Can Help, Too
As a parent, you have a lot on your plate. Preparing for college costs is unlikely to be your top priority. However, with college education costs having skyrocketed over the past few decades and the application process becoming ever more competitive, it is never too...
FSA or HSA: Choosing a Medical Savings Account
Photo by Andy Dean Flexible spending accounts (FSAs) and health savings accounts (HSAs) are both tax-advantaged accounts that allow you to pay for qualified medical expenses using pretax dollars. During open enrollment season for employment benefits,you may have the...
A Retirement Planning Guide for High Net Worth Individuals
Regardless of your age, maximizing the benefit of your 401(k) and other retirement accounts now can lead to a more rewarding retirement later in life. Everyone knows that it’s best to start retirement planning early, though that advice is hard for most people to...
How to Align Your Investments With Your Values
The notion that “money talks” has been around for thousands of years, and its significance hasn’t dwindled — even in the age of talking heads, internet forums, and nonstop chatter. Consumers and investors have realized that the choices they make with their money can...
