With the stock market hitting all-time highs nearly three dozen times in 2025, many advisors feel that stocks have grown too pricey and are suggesting...
Investing
All Investing Articles
Are Tariffs Good or Bad?
Tariffs made big headlines this year. Until recently, tariffs were typically an arcane international trade issue discussed mostly by economists. But tariffs have been thrust...
Berkshire Hathaway Without Warren Buffett
Earlier this year, Warren Buffett took the stage in front of 20,000 attendees at the Berkshire Hathaway annual shareholder meeting in Omaha, as he has...
Shorting a Stock
Most investors buy a stock hoping that its value will rise so they can sell it in the future for a hefty profit. But you...
Cautious Investor: Before You Buy a Stock
Impulsive buying and overpaying for stocks that are getting attention in the media or on social media is why many investors get sub-par results. But...
One Big Beautiful Bill: What’s In It and How Will It Affect You?
The major headline from President Trump’s One Big Beautiful Bill Act passed in July 2025, was what didn’t change. The law, also known as the...
Investing in Stocks in Chaotic Times
During 2025, the US stock market has experienced some of the most dramatic price swings in over 50 years. Faced with so much uncertainty, many...
Where to Stash Your Cash Now
Cash is still king, but for how long? Last year, the Federal Reserve initiated an aggressive interest rate–cutting cycle when inflation dropped from exceptionally high...
US Treasury Bill ETFs
Many small investors are holding larger-than-normal amounts of cash now as a buffer against a volatile stock market that is near all-time highs and loads...
Long-Term Treasury Yields and the Stock Market
If you want to understand where the stock market is headed and what to do about it, watch the bond market. In particular, keep your...
Deciphering Wall Street Jargon
Smart beta…black swans…private equity. If you follow financial media, you have probably encountered colorful adages that money managers and analysts use to discuss the stock...
What’s the Optimal Portfolio Rebalancing Strategy for You?
Conventional wisdom says you should regularly rebalance your stock-and-bond portfolio back to your original long-term allocations. It makes sense to automatically reduce winning positions that...
