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Category: Stocks & Bonds


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Panic Selling

Panic Selling: The Invisible Threat to Your Portfolio

May 31, 2023

We are seeing a number of investors turn to fear and panic to take the wheel, guiding investors toward decisions that might not be…

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Asset Location Strategy

Demystifying Asset Location

April 20, 2023

You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…

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Pay off mortgage in advance

Should You Pay Off Your Mortgage In Advance?

March 9, 2023

As a homeowner, one of the most significant financial decisions you’ll make is whether or not to pay off your mortgage in advance. This…

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Sequence of Savings 1

Sequence of Savings

January 5, 2023

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

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2023 Market Outlook

2023 Market Outlook

December 16, 2022

Each year, the biggest firms on Wall St. issue their S&P 500 price target within their Market Outlook. These annual reports are super compelling….

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Why high unemployment is good for stocks blog cover

Why High Unemployment Is GOOD For Stocks

December 12, 2022

Despite the robust post-COVID recovery, economic components throughout the U.S. have experienced significant softening this year. Inflation is primarily to blame. Household savings rates…

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A TURNING POINT cover art

A Turning Point

November 14, 2022

Stock markets staged a massive rally last week on the news that inflation figures softened during October. The S&P 500 was up 5.9%, and…

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FACEBOOK GETS DRAGGED

Facebook Gets Dragged

November 4, 2022

There is a reason why you shouldn’t buy high-flying stocks, and Meta (Facebook’s parent company) is the latest example of why.  …

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COVER ART SHOWING THAT INFLATION WILL FALL

We Think Inflation Will Fall

October 31, 2022

Inflation levels in the U.S. have the potential to fall sooner than most expect as money supply growth, shipping costs, housing, and commodity prices…

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