Investing

Advisors talk about investing ideas, theories and what the current environment is causing.

Understanding How Investment Returns Are Taxed

Updated for 2025 As Benjamin Franklin famously said: "In this world, nothing can be said to be certain, except death…

3 weeks ago

What is The Santa Claus Rally?

Is Santa Claus coming to Wall Street this year? December tends to be a cheerful month for stock prices, which…

4 months ago

When Does the Fed Meet and Where are Interest Rates Going?

The Federal Reserve meets 8 times a year to discuss raising, lowering, or keeping interest rates the same. The meeting…

1 year ago

Is a 30% Stock Market Return Achievable?

This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…

1 year ago

Unlocking the Benefits of a Bond Ladder for Your Portfolio

After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not…

1 year ago

ESG Investing: Grow your Wealth Through Green Investments

Early Environmental Social and Governance (ESG) Investing Twenty years ago, when someone asked for my guidance on choosing an environmentally…

2 years ago

Share Buybacks: Mega Corporations are Betting on Themselves

Corporations bet on themselves by making strategic decisions that are aimed at increasing the company's value over the long term.…

2 years ago

The Two Pros & Two Cons of Short-Term Investments

Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those…

3 years ago

Introduction to Cryptocurrency

Cryptocurrency Has Become Too Big to Ignore Cryptocurrency has recently become one of the most popular and interesting markets in…

3 years ago

The Federal Reserve Raises Interest Rates to Slow Inflation

What to Expect in the Future From the Federal Reserve? The Federal Reserve met this month for their second meeting…

3 years ago